Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
11,822
+121
+1% +$2.93K 0.07% 177
2025
Q1
$297K Buy
11,701
+1,991
+21% +$50.5K 0.08% 157
2024
Q4
$258K Sell
9,710
-3,286
-25% -$87.2K 0.08% 161
2024
Q3
$376K Buy
12,996
+688
+6% +$19.9K 0.11% 136
2024
Q2
$344K Buy
12,308
+3,104
+34% +$86.9K 0.11% 132
2024
Q1
$255K Buy
+9,204
New +$255K 0.09% 148
2023
Q2
$320K Sell
8,713
-490
-5% -$18K 0.1% 145
2023
Q1
$376K Buy
+9,203
New +$376K 0.13% 122