Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
34,243
+8,000
+30% +$239K 0.03% 360
2025
Q1
$887K Sell
26,243
-910
-3% -$30.7K 0.03% 319
2024
Q4
$803K Buy
27,153
+3,127
+13% +$92.4K 0.03% 288
2024
Q3
$754K Sell
24,026
-63
-0.3% -$1.98K 0.05% 194
2024
Q2
$870K Buy
24,089
+1,314
+6% +$47.4K 0.06% 150
2024
Q1
$858K Buy
22,775
+102
+0.4% +$3.84K 0.08% 127
2023
Q4
$803K Buy
+22,673
New +$803K 0.1% 70