Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$747K Sell
8,005
-1,571
-16% -$147K 0.11% 82
2025
Q1
$698K Sell
9,576
-1,087
-10% -$79.2K 0.13% 76
2024
Q4
$643K Buy
10,663
+277
+3% +$16.7K 0.12% 76
2024
Q3
$781K Buy
10,386
+399
+4% +$30K 0.15% 75
2024
Q2
$726K Buy
9,987
+1,701
+21% +$124K 0.15% 74
2024
Q1
$638K Buy
8,286
+1,919
+30% +$148K 0.14% 79
2023
Q4
$392K Buy
6,367
+1,956
+44% +$120K 0.1% 99
2023
Q3
$203K Buy
+4,411
New +$203K 0.06% 156