Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
2,129
+262
+14% +$57.5K 0.31% 24
2025
Q1
$355K Buy
+1,867
New +$355K 0.27% 30
2024
Q3
$365K Buy
1,958
+29
+2% +$5.4K 0.33% 26
2024
Q2
$373K Buy
1,929
+233
+14% +$45K 0.31% 27
2024
Q1
$306K Sell
1,696
-3,636
-68% -$656K 0.26% 29
2023
Q4
$810K Sell
5,332
-193
-3% -$29.3K 0.42% 37
2023
Q3
$702K Buy
+5,525
New +$702K 0.4% 39