Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
7,099
+821
+13% +$68.4K 0.21% 73
2025
Q1
$496K Buy
+6,278
New +$496K 0.22% 74
2024
Q3
$747K Buy
6,873
+221
+3% +$24K 0.29% 59
2024
Q2
$838K Buy
6,652
+28
+0.4% +$3.53K 0.36% 48
2024
Q1
$852K Buy
+6,624
New +$852K 0.38% 46
2023
Q3
$833K Sell
7,975
-16,785
-68% -$1.75M 0.44% 42
2023
Q2
$2.63M Buy
24,760
+697
+3% +$74.2K 1.36% 17
2023
Q1
$2.65M Buy
+24,063
New +$2.65M 1.41% 17