Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552K Buy
3,014
+778
+35% +$143K 0.04% 342
2025
Q1
$393K Sell
2,236
-141
-6% -$24.8K 0.03% 355
2024
Q4
$446K Buy
2,377
+153
+7% +$28.7K 0.04% 313
2024
Q3
$426K Buy
2,224
+8
+0.4% +$1.53K 0.04% 306
2024
Q2
$400K Buy
2,216
+23
+1% +$4.15K 0.04% 301
2024
Q1
$389K Sell
2,193
-2,141
-49% -$379K 0.04% 310
2023
Q4
$667K Buy
4,334
+2,583
+148% +$397K 0.03% 347
2023
Q3
$244K Buy
+1,751
New +$244K 0.03% 317