Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$579K Sell
63,025
-521
-0.8% -$4.79K 0.06% 107
2025
Q1
$616K Buy
63,546
+15,181
+31% +$147K 0.07% 85
2024
Q4
$455K Buy
48,365
+6,510
+16% +$61.3K 0.06% 111
2024
Q3
$474K Sell
41,855
-5,392
-11% -$61.1K 0.06% 75
2024
Q2
$462K Buy
47,247
+2,840
+6% +$27.8K 0.07% 61
2024
Q1
$422K Buy
44,407
+5,550
+14% +$52.8K 0.09% 101
2023
Q4
$375K Buy
+38,857
New +$375K 0.21% 75