Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$528K Buy
4,510
+277
+7% +$32.4K 0.02% 415
2025
Q1
$432K Sell
4,233
-76
-2% -$7.77K 0.02% 510
2024
Q4
$412K Buy
4,309
+588
+16% +$56.3K 0.03% 502
2024
Q3
$352K Sell
3,721
-15
-0.4% -$1.42K 0.02% 545
2024
Q2
$348K Buy
3,736
+121
+3% +$11.3K 0.02% 516
2024
Q1
$314K Buy
3,615
+632
+21% +$54.9K 0.02% 511
2023
Q4
$222K Buy
+2,983
New +$222K 0.02% 570