Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
2,576
+386
+18% +$66.5K 0.02% 447
2025
Q1
$387K Sell
2,190
-409
-16% -$72.2K 0.02% 535
2024
Q4
$506K Buy
2,599
+149
+6% +$29K 0.03% 455
2024
Q3
$437K Buy
2,450
+115
+5% +$20.5K 0.03% 484
2024
Q2
$479K Buy
2,335
+242
+12% +$49.6K 0.03% 433
2024
Q1
$527K Buy
2,093
+205
+11% +$51.6K 0.04% 379
2023
Q4
$346K Buy
1,888
+66
+4% +$12.1K 0.03% 445
2023
Q3
$328K Buy
+1,822
New +$328K 0.03% 433