Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
6,078
+715
+13% +$57.1K 0.11% 68
2025
Q1
$486K Buy
5,363
+297
+6% +$26.9K 0.13% 68
2024
Q4
$508K Sell
5,066
-271
-5% -$27.2K 0.14% 58
2024
Q3
$610K Buy
5,337
+703
+15% +$80.4K 0.17% 61
2024
Q2
$577K Buy
4,634
+772
+20% +$96.2K 0.18% 58
2024
Q1
$512K Buy
3,862
+1,342
+53% +$178K 0.17% 59
2023
Q4
$277K Buy
+2,520
New +$277K 0.11% 82