Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
5,261
+1,308
+33% +$92.1K 0.02% 477
2025
Q1
$290K Buy
3,953
+492
+14% +$36.1K 0.02% 596
2024
Q4
$217K Sell
3,461
-519
-13% -$32.5K 0.01% 653
2024
Q3
$262K Sell
3,980
-283
-7% -$18.7K 0.02% 624
2024
Q2
$308K Buy
4,263
+8
+0.2% +$577 0.02% 552
2024
Q1
$285K Buy
4,255
+524
+14% +$35.1K 0.02% 534
2023
Q4
$246K Buy
3,731
+318
+9% +$20.9K 0.02% 541
2023
Q3
$220K Sell
3,413
-30
-0.9% -$1.93K 0.02% 550
2023
Q2
$208K Buy
+3,443
New +$208K 0.02% 637