Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
8,760
+2,429
+38% +$181K 0.04% 301
2025
Q1
$429K Buy
6,331
+419
+7% +$28.4K 0.03% 339
2024
Q4
$366K Buy
5,912
+42
+0.7% +$2.6K 0.03% 355
2024
Q3
$382K Buy
5,870
+88
+2% +$5.73K 0.03% 326
2024
Q2
$311K Buy
5,782
+63
+1% +$3.38K 0.03% 341
2024
Q1
$302K Sell
5,719
-5,665
-50% -$299K 0.03% 363
2023
Q4
$497K Buy
11,384
+5,552
+95% +$242K 0.02% 398
2023
Q3
$257K Buy
+5,832
New +$257K 0.03% 302