Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$643K Buy
8,485
+1,974
+30% +$150K 0.2% 110
2025
Q1
$489K Buy
6,511
+361
+6% +$27.1K 0.18% 119
2024
Q4
$470K Sell
6,150
-276
-4% -$21.1K 0.17% 117
2024
Q3
$502K Sell
6,426
-154
-2% -$12K 0.17% 122
2024
Q2
$470K Buy
6,580
+219
+3% +$15.6K 0.17% 118
2024
Q1
$516K Buy
6,361
+231
+4% +$18.8K 0.19% 117
2023
Q4
$448K Sell
6,130
-142
-2% -$10.4K 0.17% 125
2023
Q3
$414K Sell
6,272
-142
-2% -$9.38K 0.16% 121
2023
Q2
$476K Sell
6,414
-98
-2% -$7.27K 0.18% 117
2023
Q1
$503K Sell
6,512
-15
-0.2% -$1.16K 0.2% 117
2022
Q4
$499K Buy
+6,527
New +$499K 0.2% 118