Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
7,674
+91
+1% +$6.41K 0.05% 280
2025
Q1
$556K Buy
7,583
+134
+2% +$9.82K 0.06% 262
2024
Q4
$467K Buy
7,449
+129
+2% +$8.08K 0.05% 290
2024
Q3
$483K Buy
7,320
+49
+0.7% +$3.23K 0.06% 263
2024
Q2
$525K Buy
7,271
+37
+0.5% +$2.67K 0.08% 231
2024
Q1
$485K Sell
7,234
-5,260
-42% -$353K 0.08% 243
2023
Q4
$822K Buy
12,494
+8,791
+237% +$578K 0.16% 158
2023
Q3
$238K Buy
3,703
+182
+5% +$11.7K 0.06% 295
2023
Q2
$213K Sell
3,521
-12
-0.3% -$725 0.06% 311
2023
Q1
$203K Buy
+3,533
New +$203K 0.06% 310