Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$929K Buy
6,831
+4,211
+161% +$573K 0.18% 139
2025
Q1
$335K Sell
2,620
-118
-4% -$15.1K 0.08% 218
2024
Q4
$354K Buy
2,738
+117
+4% +$15.1K 0.08% 200
2024
Q3
$305K Buy
2,621
+154
+6% +$17.9K 0.08% 193
2024
Q2
$254K Buy
+2,467
New +$254K 0.08% 183
2023
Q4
$264K Buy
+2,402
New +$264K 0.11% 153