Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$420K Buy
14,525
+938
+7% +$27.1K 0.09% 197
2025
Q1
$387K Buy
13,587
+760
+6% +$21.7K 0.1% 173
2024
Q4
$292K Buy
12,827
+1,956
+18% +$44.6K 0.04% 261
2024
Q3
$239K Sell
10,871
-8,250
-43% -$182K 0.04% 259
2024
Q2
$363K Buy
19,121
+16,947
+780% +$322K 0.05% 294
2024
Q1
$38.1K Sell
2,174
-16,594
-88% -$291K 0.07% 160
2023
Q4
$315K Buy
18,768
+4,756
+34% +$79.8K 0.05% 235
2023
Q3
$210K Sell
14,012
-14,647
-51% -$220K 0.06% 276
2023
Q2
$460K Buy
28,659
+7,140
+33% +$115K 0.07% 225
2023
Q1
$417K Buy
+21,519
New +$417K 0.1% 118