Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
14,263
+700
+5% +$17.2K 0.02% 607
2025
Q1
$286K Buy
13,563
+2,650
+24% +$55.8K 0.01% 653
2024
Q4
$376K Sell
10,913
-500
-4% -$17.2K 0.02% 588
2024
Q3
$277K Sell
11,413
-7,500
-40% -$182K 0.01% 679
2024
Q2
$548K Buy
18,913
+6,450
+52% +$187K 0.03% 459
2024
Q1
$337K Buy
12,463
+3,275
+36% +$88.7K 0.02% 630
2023
Q4
$264K Sell
9,188
-625
-6% -$17.9K 0.02% 661
2023
Q3
$250K Buy
+9,813
New +$250K 0.02% 656