Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
9,153
+707
+8% +$56K 0.27% 59
2025
Q1
$758K Buy
8,446
+342
+4% +$30.7K 0.3% 54
2024
Q4
$806K Buy
8,104
+36
+0.4% +$3.58K 0.33% 52
2024
Q3
$916K Sell
8,068
-670
-8% -$76.1K 0.36% 47
2024
Q2
$1.08M Sell
8,738
-66
-0.7% -$8.17K 0.44% 42
2024
Q1
$1.16M Buy
8,804
+662
+8% +$87.4K 0.48% 39
2023
Q4
$888K Buy
8,142
+3,730
+85% +$407K 0.39% 46
2023
Q3
$454K Buy
+4,412
New +$454K 0.22% 61