Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
9,974
+760
+8% +$18.4K 0.05% 285
2025
Q1
$204K Buy
9,214
+1,528
+20% +$33.8K 0.05% 283
2024
Q4
$206K Sell
7,686
-4,851
-39% -$130K 0.04% 287
2024
Q3
$359K Sell
12,537
-257
-2% -$7.36K 0.09% 177
2024
Q2
$372K Buy
+12,794
New +$372K 0.11% 142
2023
Q4
$249K Buy
+8,654
New +$249K 0.1% 160