Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$516K Buy
6,948
+574
+9% +$42.6K 0.04% 229
2025
Q1
$262K Buy
6,374
+122
+2% +$5.02K 0.02% 361
2024
Q4
$321K Sell
6,252
-168
-3% -$8.63K 0.03% 278
2024
Q3
$307K Sell
6,420
-34
-0.5% -$1.62K 0.03% 288
2024
Q2
$318K Sell
6,454
-386
-6% -$19K 0.03% 245
2024
Q1
$296K Buy
6,840
+329
+5% +$14.3K 0.03% 263
2023
Q4
$281K Buy
6,511
+649
+11% +$28K 0.03% 250
2023
Q3
$232K Buy
+5,862
New +$232K 0.03% 263