Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$587K Buy
5,699
+92
+2% +$9.48K 0.05% 429
2025
Q1
$519K Buy
5,607
+5,602
+112,040% +$519K 0.04% 442
2024
Q4
$514 Sell
5
-5,552
-100% -$571K 0.05% 438
2024
Q3
$543K Sell
5,557
-87
-2% -$8.5K 0.05% 431
2024
Q2
$552K Buy
5,644
+571
+11% +$55.8K 0.05% 401
2024
Q1
$624K Sell
5,073
-18
-0.4% -$2.21K 0.06% 370
2023
Q4
$618K Sell
5,091
-198
-4% -$24K 0.06% 340
2023
Q3
$625K Buy
+5,289
New +$625K 0.07% 314