Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$601K Buy
8,068
+1,039
+15% +$77.4K 0.05% 213
2025
Q1
$442K Sell
7,029
-940
-12% -$59.2K 0.06% 185
2024
Q4
$454K Buy
7,969
+454
+6% +$25.9K 0.04% 245
2024
Q3
$442K Buy
7,515
+2
+0% +$118 0.04% 239
2024
Q2
$404K Sell
7,513
-237
-3% -$12.8K 0.04% 238
2024
Q1
$447K Buy
7,750
+16
+0.2% +$923 0.05% 228
2023
Q4
$379K Buy
+7,734
New +$379K 0.04% 230