Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$859K Buy
35,455
+2,828
+9% +$68.6K 0.09% 214
2025
Q1
$827K Buy
32,627
+1,065
+3% +$27K 0.1% 204
2024
Q4
$837K Sell
31,562
-19,373
-38% -$514K 0.09% 225
2024
Q3
$1.47M Buy
50,935
+4,605
+10% +$133K 0.17% 126
2024
Q2
$1.3M Buy
46,330
+15,994
+53% +$448K 0.26% 82
2024
Q1
$842K Buy
30,336
+6,404
+27% +$178K 0.17% 141
2023
Q4
$689K Sell
23,932
-2,535
-10% -$73K 0.12% 103
2023
Q3
$878K Buy
+26,467
New +$878K 0.29% 81