Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$689K Buy
1,780
+269
+18% +$104K 0.3% 84
2025
Q1
$580K Buy
1,511
+114
+8% +$43.7K 0.29% 85
2024
Q4
$621K Sell
1,397
-12
-0.9% -$5.34K 0.32% 78
2024
Q3
$730K Buy
1,409
+25
+2% +$12.9K 0.4% 73
2024
Q2
$769K Buy
1,384
+253
+22% +$141K 0.47% 60
2024
Q1
$571K Buy
1,131
+186
+20% +$93.9K 0.39% 78
2023
Q4
$564K Buy
945
+19
+2% +$11.3K 0.45% 66
2023
Q3
$472K Sell
926
-31
-3% -$15.8K 0.45% 69
2023
Q2
$468K Buy
+957
New +$468K 0.45% 73