Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
2,232
+77
+4% +$12K 0.12% 101
2025
Q1
$274K Buy
+2,155
New +$274K 0.12% 101
2024
Q3
$287K Sell
2,124
-115
-5% -$15.5K 0.11% 99
2024
Q2
$223K Sell
2,239
-491
-18% -$49K 0.1% 106
2024
Q1
$228K Buy
+2,730
New +$228K 0.1% 105
2023
Q3
$2.08M Buy
26,958
+2,692
+11% +$208K 1.09% 21
2023
Q2
$2.11M Buy
24,266
+3,548
+17% +$309K 1.09% 20
2023
Q1
$1.7M Buy
+20,718
New +$1.7M 0.91% 21