Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$620K Buy
12,172
+1,303
+12% +$66.4K 0.02% 685
2025
Q1
$571K Sell
10,869
-1,476
-12% -$77.6K 0.02% 659
2024
Q4
$627K Buy
12,345
+378
+3% +$19.2K 0.02% 628
2024
Q3
$526K Buy
11,967
+2,441
+26% +$107K 0.02% 679
2024
Q2
$409K Buy
9,526
+457
+5% +$19.6K 0.01% 779
2024
Q1
$377K Buy
9,069
+275
+3% +$11.4K 0.01% 786
2023
Q4
$323K Buy
+8,794
New +$323K 0.01% 799