Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
5,474
+427
+8% +$23.2K 0.02% 551
2025
Q1
$306K Buy
5,047
+1,037
+26% +$63K 0.02% 425
2024
Q4
$243K Buy
4,010
+796
+25% +$48.2K 0.02% 463
2024
Q3
$242K Sell
3,214
-204
-6% -$15.4K 0.02% 404
2024
Q2
$227K Buy
3,418
+136
+4% +$9.02K 0.02% 404
2024
Q1
$258K Sell
3,282
-2,844
-46% -$223K 0.02% 392
2023
Q4
$455K Buy
+6,126
New +$455K 0.02% 417