Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$813K Buy
9,965
+22
+0.2% +$1.8K 0.05% 361
2025
Q1
$987K Buy
9,943
+71
+0.7% +$7.04K 0.06% 305
2024
Q4
$991K Sell
9,872
-404
-4% -$40.6K 0.06% 300
2024
Q3
$936K Sell
10,276
-384
-4% -$35K 0.06% 315
2024
Q2
$869K Buy
10,660
+99
+0.9% +$8.07K 0.06% 297
2024
Q1
$847K Buy
10,561
+7,197
+214% +$577K 0.05% 368
2023
Q4
$236K Sell
3,364
-130
-4% -$9.13K 0.04% 409
2023
Q3
$222K Buy
+3,494
New +$222K 0.04% 436