Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$897K Buy
13,145
+65
+0.5% +$4.44K 0.01% 1035
2025
Q1
$793K Sell
13,080
-238
-2% -$14.4K 0.01% 914
2024
Q4
$806K Sell
13,318
-5,193
-28% -$314K 0.01% 863
2024
Q3
$1.33M Buy
18,511
+3,992
+27% +$288K 0.03% 459
2024
Q2
$1.01M Buy
14,519
+5,643
+64% +$391K 0.04% 351
2024
Q1
$707K Buy
+8,876
New +$707K 0.1% 209