Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$721K Buy
1,537
+33
+2% +$15.5K 0.04% 399
2025
Q1
$700K Sell
1,504
-129
-8% -$60.1K 0.04% 382
2024
Q4
$684K Sell
1,633
-680
-29% -$285K 0.04% 385
2024
Q3
$1.1M Buy
2,313
+76
+3% +$36.2K 0.07% 272
2024
Q2
$982K Sell
2,237
-593
-21% -$260K 0.07% 274
2024
Q1
$1.31M Buy
2,830
+2,318
+453% +$1.08M 0.08% 275
2023
Q4
$210K Buy
+512
New +$210K 0.04% 438