Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
12,562
-3,019
-19% -$92.3K 0.03% 301
2025
Q1
$526K Buy
15,581
+1,666
+12% +$56.3K 0.05% 230
2024
Q4
$475K Buy
13,915
+714
+5% +$24.4K 0.05% 261
2024
Q3
$438K Buy
13,201
+2,367
+22% +$78.5K 0.04% 270
2024
Q2
$294K Buy
10,834
+362
+3% +$9.81K 0.03% 324
2024
Q1
$309K Buy
10,472
+192
+2% +$5.67K 0.03% 326
2023
Q4
$285K Buy
+10,280
New +$285K 0.03% 332