Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Buy
6,653
+612
+10% +$57.1K 0.11% 119
2025
Q1
$440K Buy
6,041
+805
+15% +$58.6K 0.09% 129
2024
Q4
$316K Sell
5,236
-611
-10% -$36.9K 0.06% 152
2024
Q3
$439K Buy
5,847
+876
+18% +$65.8K 0.09% 135
2024
Q2
$361K Buy
4,971
+69
+1% +$5.02K 0.08% 140
2024
Q1
$377K Buy
4,902
+238
+5% +$18.3K 0.08% 139
2023
Q4
$287K Sell
4,664
-88
-2% -$5.42K 0.08% 140
2023
Q3
$219K Buy
+4,752
New +$219K 0.07% 151
2022
Q1
Sell
-6,029
Closed -$253K 185
2021
Q4
$253K Buy
+6,029
New +$253K 0.09% 162