Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$650K Buy
3,103
+79
+3% +$16.5K 0.09% 110
2025
Q1
$548K Buy
3,024
+4
+0.1% +$725 0.08% 127
2024
Q4
$573K Sell
3,020
-8
-0.3% -$1.52K 0.08% 121
2024
Q3
$550K Sell
3,028
-71
-2% -$12.9K 0.08% 123
2024
Q2
$490K Sell
3,099
-3,618
-54% -$572K 0.07% 129
2024
Q1
$979K Buy
6,717
+88
+1% +$12.8K 0.13% 77
2023
Q4
$841K Sell
6,629
-1,588
-19% -$202K 0.12% 78
2023
Q3
$873K Buy
8,217
+5,424
+194% +$576K 0.14% 66
2023
Q2
$306K Buy
+2,793
New +$306K 0.05% 166