Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$936K Sell
10,033
-142
-1% -$13.2K 0.03% 122
2025
Q1
$741K Buy
10,175
+2,352
+30% +$171K 0.02% 136
2024
Q4
$472K Sell
7,823
-1,571
-17% -$94.8K 0.02% 182
2024
Q3
$706K Buy
9,394
+488
+5% +$36.7K 0.02% 139
2024
Q2
$647K Buy
8,906
+256
+3% +$18.6K 0.02% 145
2024
Q1
$666K Sell
8,650
-116
-1% -$8.93K 0.02% 145
2023
Q4
$540K Buy
+8,766
New +$540K 0.02% 165