Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$968K Buy
3,126
+427
+16% +$132K 0.06% 178
2025
Q1
$707K Buy
2,699
+200
+8% +$52.4K 0.05% 188
2024
Q4
$739K Buy
2,499
+212
+9% +$62.7K 0.06% 180
2024
Q3
$630K Sell
2,287
-564
-20% -$155K 0.05% 199
2024
Q2
$697K Buy
2,851
+688
+32% +$168K 0.06% 179
2024
Q1
$563K Buy
2,163
+855
+65% +$223K 0.06% 180
2023
Q4
$318K Buy
1,308
+92
+8% +$22.4K 0.04% 250
2023
Q3
$252K Buy
1,216
+80
+7% +$16.6K 0.03% 264
2023
Q2
$232K Sell
1,136
-70
-6% -$14.3K 0.03% 286
2023
Q1
$251K Buy
+1,206
New +$251K 0.04% 253