Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
4,821
+195
+4% +$19.1K 0.14% 70
2025
Q1
$414K Buy
4,626
+268
+6% +$24K 0.14% 76
2024
Q4
$394K Buy
4,358
+66
+2% +$5.96K 0.12% 79
2024
Q3
$349K Buy
4,292
+572
+15% +$46.5K 0.12% 87
2024
Q2
$251K Sell
3,720
-93
-2% -$6.28K 0.09% 93
2024
Q1
$227K Sell
3,813
-30
-0.8% -$1.78K 0.08% 94
2023
Q4
$204K Buy
+3,843
New +$204K 0.08% 105