Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$726K Sell
4,491
-560
-11% -$90.6K 0.04% 303
2025
Q1
$564K Buy
5,051
+1,066
+27% +$119K 0.03% 330
2024
Q4
$629K Buy
3,985
+348
+10% +$54.9K 0.03% 324
2024
Q3
$520K Buy
3,637
+965
+36% +$138K 0.03% 349
2024
Q2
$355K Buy
2,672
+110
+4% +$14.6K 0.02% 422
2024
Q1
$300K Buy
2,562
+537
+27% +$62.9K 0.02% 470
2023
Q4
$280K Buy
+2,025
New +$280K 0.02% 489