Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$573K Buy
22,013
+4,172
+23% +$109K 0.17% 102
2025
Q1
$453K Buy
17,841
+706
+4% +$17.9K 0.21% 80
2024
Q4
$363K Sell
17,135
-455
-3% -$9.63K 0.18% 89
2024
Q3
$340K Buy
17,590
+360
+2% +$6.95K 0.2% 103
2024
Q2
$293K Buy
17,230
+1,775
+11% +$30.2K 0.2% 114
2024
Q1
$265K Sell
15,455
-90
-0.6% -$1.54K 0.18% 132
2023
Q4
$294K Buy
+15,545
New +$294K 0.22% 96