Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
3,745
+199
+6% +$15.8K 0.07% 174
2025
Q1
$318K Buy
3,546
+17
+0.5% +$1.53K 0.09% 153
2024
Q4
$351K Buy
3,529
+247
+8% +$24.6K 0.1% 139
2024
Q3
$373K Sell
3,282
-180
-5% -$20.4K 0.11% 137
2024
Q2
$429K Buy
3,462
+1,483
+75% +$184K 0.14% 112
2024
Q1
$261K Buy
+1,979
New +$261K 0.09% 143
2023
Q2
$235K Sell
2,035
-214
-10% -$24.7K 0.07% 174
2023
Q1
$239K Buy
+2,249
New +$239K 0.08% 164