Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
1,754
+71
+4% +$25.3K 0.1% 170
2025
Q1
$457K Buy
1,683
+144
+9% +$39.1K 0.09% 160
2024
Q4
$511K Sell
1,539
-47
-3% -$15.6K 0.11% 130
2024
Q3
$526K Buy
1,586
+59
+4% +$19.6K 0.14% 109
2024
Q2
$479K Buy
1,527
+143
+10% +$44.8K 0.14% 114
2024
Q1
$433K Buy
1,384
+68
+5% +$21.3K 0.14% 113
2023
Q4
$317K Sell
1,316
-45,517
-97% -$11M 0.13% 126
2023
Q3
$244K Buy
46,833
+45,805
+4,456% +$239K 0.11% 143
2023
Q2
$207K Buy
+1,028
New +$207K 0.1% 145