Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$632K Buy
6,405
+2,014
+46% +$199K 0.06% 78
2025
Q1
$458K Buy
4,391
+927
+27% +$96.7K 0.05% 121
2024
Q4
$468K Buy
3,464
+583
+20% +$78.8K 0.06% 103
2024
Q3
$449K Buy
2,881
+333
+13% +$51.9K 0.06% 96
2024
Q2
$377K Sell
2,548
-422
-14% -$62.5K 0.05% 111
2024
Q1
$526K Sell
2,970
-116
-4% -$20.6K 0.11% 46
2023
Q4
$440K Buy
+3,086
New +$440K 0.25% 44