Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Sell
2,310
-453
-16% -$144K 0.23% 74
2025
Q1
$716K Buy
2,763
+711
+35% +$184K 0.22% 79
2024
Q4
$829K Buy
+2,052
New +$829K 0.25% 72
2024
Q2
$409K Sell
2,066
-153
-7% -$30.3K 0.13% 91
2024
Q1
$390K Sell
2,219
-261
-11% -$45.9K 0.12% 92
2023
Q4
$616K Buy
2,480
+677
+38% +$168K 0.2% 80
2023
Q3
$451K Hold
1,803
0.16% 84
2023
Q2
$437K Buy
+1,803
New +$437K 0.15% 85
2019
Q3
$543K Buy
+31,125
New +$543K 0.16% 86