Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$928K Buy
3,050
+69
+2% +$21K 0.28% 46
2025
Q1
$800K Buy
2,981
+210
+8% +$56.4K 0.37% 35
2024
Q4
$682K Sell
2,771
-175
-6% -$43.1K 0.34% 38
2024
Q3
$675K Buy
2,946
+129
+5% +$29.6K 0.4% 41
2024
Q2
$568K Buy
2,817
+115
+4% +$23.2K 0.38% 43
2024
Q1
$527K Sell
2,702
-62
-2% -$12.1K 0.36% 46
2023
Q4
$427K Buy
+2,764
New +$427K 0.33% 53