Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$401K Buy
284,724
+63,789
+29% +$89.9K 0.04% 330
2025
Q1
$351K Buy
220,935
+104,075
+89% +$165K 0.04% 338
2024
Q4
$414K Sell
116,860
-42,894
-27% -$152K 0.05% 352
2024
Q3
$725K Buy
159,754
+77,094
+93% +$350K 0.07% 285
2024
Q2
$350K Sell
82,660
-25,259
-23% -$107K 0.04% 648
2024
Q1
$356K Sell
107,919
-73,450
-40% -$242K 0.04% 731
2023
Q4
$383K Buy
181,369
+35,584
+24% +$75.1K 0.04% 671
2023
Q3
$309K Buy
+145,785
New +$309K 0.04% 441