Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$383K Buy
17,532
+444
+3% +$9.71K 0.04% 287
2025
Q1
$335K Buy
17,088
+76
+0.4% +$1.49K 0.04% 291
2024
Q4
$267K Buy
17,012
+121
+0.7% +$1.9K 0.03% 325
2024
Q3
$307K Sell
16,891
-1,100
-6% -$20K 0.04% 281
2024
Q2
$308K Sell
17,991
-262
-1% -$4.49K 0.04% 273
2024
Q1
$301K Buy
18,253
+7,481
+69% +$123K 0.04% 281
2023
Q4
$162K Buy
+10,772
New +$162K 0.02% 317