Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
71,640
+10,060
+16% +$50.6K 0.02% 476
2025
Q1
$279K Buy
61,580
+2,765
+5% +$12.5K 0.02% 446
2024
Q4
$278K Sell
58,815
-3,895
-6% -$18.4K 0.03% 418
2024
Q3
$238K Sell
62,710
-86
-0.1% -$327 0.02% 408
2024
Q2
$223K Sell
62,796
-1,742
-3% -$6.18K 0.02% 408
2024
Q1
$203K Sell
64,538
-52,180
-45% -$164K 0.02% 428
2023
Q4
$393K Buy
116,718
+56,305
+93% +$190K 0.02% 448
2023
Q3
$214K Buy
+60,413
New +$214K 0.03% 337