Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
2,259
+462
+26% +$101K 0.22% 28
2025
Q1
$342K Sell
1,797
-7
-0.4% -$1.33K 0.16% 29
2024
Q4
$396K Buy
1,804
+55
+3% +$12.1K 0.19% 29
2024
Q3
$326K Sell
1,749
-1
-0.1% -$186 0.16% 29
2024
Q2
$338K Buy
1,750
+1
+0.1% +$193 0.18% 29
2024
Q1
$315K Sell
1,749
-20
-1% -$3.61K 0.18% 29
2023
Q4
$269K Buy
1,769
+9
+0.5% +$1.37K 0.17% 28
2023
Q3
$224K Buy
+1,760
New +$224K 0.18% 27