Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.78M Buy
2,321
+332
+17% +$255K 0.04% 330
2025
Q1
$1.09M Sell
1,989
-4
-0.2% -$2.2K 0.03% 384
2024
Q4
$891K Buy
1,993
+188
+10% +$84.1K 0.03% 388
2024
Q3
$665K Buy
1,805
+55
+3% +$20.3K 0.02% 447
2024
Q2
$549K Buy
1,750
+308
+21% +$96.7K 0.02% 476
2024
Q1
$381K Buy
1,442
+255
+21% +$67.3K 0.01% 556
2023
Q4
$223K Buy
+1,187
New +$223K 0.01% 616