Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$958K Buy
3,015
+438
+17% +$139K 0.28% 46
2025
Q1
$701K Buy
2,577
+721
+39% +$196K 0.23% 52
2024
Q4
$750K Buy
1,856
+46
+3% +$18.6K 0.24% 52
2024
Q3
$467K Buy
1,810
+315
+21% +$81.3K 0.15% 69
2024
Q2
$314K Buy
1,495
+172
+13% +$36.1K 0.11% 82
2024
Q1
$223K Sell
1,323
-552
-29% -$92.9K 0.08% 98
2023
Q4
$447K Buy
1,875
+741
+65% +$177K 0.17% 68
2023
Q3
$284K Buy
+1,134
New +$284K 0.14% 72