Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
9,482
+149
+2% +$7.2K 0.11% 149
2025
Q1
$518K Buy
9,333
+1,056
+13% +$58.6K 0.14% 135
2024
Q4
$399K Buy
8,277
+520
+7% +$25.1K 0.11% 158
2024
Q3
$447K Sell
7,757
-297
-4% -$17.1K 0.12% 147
2024
Q2
$391K Buy
8,054
+1,518
+23% +$73.7K 0.12% 144
2024
Q1
$318K Buy
6,536
+1,633
+33% +$79.4K 0.1% 159
2023
Q4
$244K Sell
4,903
-764
-13% -$38K 0.09% 178
2023
Q3
$304K Sell
5,667
-5
-0.1% -$268 0.12% 142
2023
Q2
$306K Buy
5,672
+720
+15% +$38.8K 0.12% 143
2023
Q1
$269K Buy
+4,952
New +$269K 0.11% 143