Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$723K Buy
11,896
+1,899
+19% +$115K 0.22% 69
2025
Q1
$574K Buy
9,997
+2,349
+31% +$135K 0.27% 59
2024
Q4
$378K Sell
7,648
-251
-3% -$12.4K 0.19% 83
2024
Q3
$357K Sell
7,899
-958
-11% -$43.3K 0.21% 98
2024
Q2
$385K Buy
8,857
+1,607
+22% +$69.9K 0.26% 69
2024
Q1
$285K Sell
7,250
-834
-10% -$32.8K 0.19% 119
2023
Q4
$328K Buy
+8,084
New +$328K 0.25% 78