Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$790K Buy
8,471
+1,019
+14% +$95.1K 0.06% 159
2025
Q1
$543K Buy
7,452
+1,978
+36% +$144K 0.05% 195
2024
Q4
$330K Sell
5,474
-387
-7% -$23.3K 0.03% 270
2024
Q3
$441K Buy
5,861
+363
+7% +$27.3K 0.04% 218
2024
Q2
$400K Sell
5,498
-148
-3% -$10.8K 0.04% 209
2024
Q1
$435K Buy
5,646
+970
+21% +$74.7K 0.05% 184
2023
Q4
$288K Buy
4,676
+144
+3% +$8.87K 0.03% 240
2023
Q3
$208K Buy
+4,532
New +$208K 0.03% 291