Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$395K Buy
22,817
+1,434
+7% +$24.8K 0.04% 364
2025
Q1
$344K Sell
21,383
-4,840
-18% -$78K 0.04% 475
2024
Q4
$403K Buy
26,223
+2,818
+12% +$43.3K 0.05% 414
2024
Q3
$409K Buy
23,405
+164
+0.7% +$2.87K 0.04% 728
2024
Q2
$354K Buy
23,241
+937
+4% +$14.3K 0.04% 444
2024
Q1
$358K Sell
22,304
-110
-0.5% -$1.77K 0.04% 627
2023
Q4
$381K Buy
22,414
+1,265
+6% +$21.5K 0.04% 748
2023
Q3
$306K Buy
+21,149
New +$306K 0.04% 684