Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
5,802
+1,648
+40% +$198K 0.04% 408
2025
Q1
$612K Buy
4,154
+485
+13% +$71.4K 0.04% 418
2024
Q4
$596K Sell
3,669
-50
-1% -$8.12K 0.04% 430
2024
Q3
$606K Buy
3,719
+301
+9% +$49K 0.04% 428
2024
Q2
$466K Sell
3,418
-508
-13% -$69.3K 0.03% 475
2024
Q1
$601K Buy
3,926
+587
+18% +$89.9K 0.04% 465
2023
Q4
$476K Buy
3,339
+19
+0.6% +$2.71K 0.09% 255
2023
Q3
$435K Hold
3,320
0.08% 254
2023
Q2
$528K Buy
3,320
+37
+1% +$5.88K 0.09% 232
2023
Q1
$520K Buy
+3,283
New +$520K 0.11% 216