Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
8,233
+453
+6% +$18.9K 0.02% 149
2025
Q1
$328K Buy
7,780
+3,292
+73% +$139K 0.02% 141
2024
Q4
$218K Sell
4,488
-305
-6% -$14.8K 0.01% 153
2024
Q3
$316K Buy
4,793
+795
+20% +$52.4K 0.02% 126
2024
Q2
$230K Sell
3,998
-60
-1% -$3.45K 0.02% 122
2024
Q1
$258K Sell
4,058
-180
-4% -$11.5K 0.02% 119
2023
Q4
$267K Sell
4,238
-1,222
-22% -$77K 0.02% 113
2023
Q3
$373K Sell
5,460
-162
-3% -$11.1K 0.03% 106
2023
Q2
$587K Buy
+5,622
New +$587K 0.05% 95