Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$994K Buy
10,657
+902
+9% +$84.2K 0.09% 78
2025
Q1
$711K Sell
9,755
-430
-4% -$31.3K 0.07% 84
2024
Q4
$614K Sell
10,185
-3,074
-23% -$185K 0.06% 89
2024
Q3
$997K Buy
13,259
+1,165
+10% +$87.6K 0.11% 58
2024
Q2
$879K Buy
12,094
+609
+5% +$44.3K 0.12% 55
2024
Q1
$884K Buy
11,485
+726
+7% +$55.9K 0.14% 51
2023
Q4
$662K Buy
10,759
+622
+6% +$38.3K 0.14% 44
2023
Q3
$466K Buy
10,137
+146
+1% +$6.72K 0.16% 44
2023
Q2
$431K Sell
9,991
-4
-0% -$173 0.14% 49
2023
Q1
$317K Buy
9,995
+75
+0.8% +$2.38K 0.11% 60
2022
Q4
$245K Buy
+9,920
New +$245K 0.12% 88