Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$741K Buy
10,436
+1,887
+22% +$134K 0.18% 117
2025
Q1
$543K Buy
8,549
+2,310
+37% +$147K 0.14% 131
2024
Q4
$472K Sell
6,239
-1,767
-22% -$134K 0.12% 144
2024
Q3
$708K Sell
8,006
-613
-7% -$54.2K 0.18% 118
2024
Q2
$650K Buy
8,619
+2,503
+41% +$189K 0.18% 125
2024
Q1
$575K Buy
6,116
+3,598
+143% +$338K 0.16% 134
2023
Q4
$273K Sell
2,518
-67
-3% -$7.28K 0.08% 178
2023
Q3
$247K Buy
2,585
+35
+1% +$3.35K 0.08% 172
2023
Q2
$281K Buy
2,550
+557
+28% +$61.5K 0.09% 171
2023
Q1
$244K Sell
1,993
-1,441
-42% -$177K 0.08% 183
2022
Q4
$402K Buy
+3,434
New +$402K 0.14% 148