Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Buy
3,621
+672
+23% +$140K 0.05% 269
2025
Q1
$640K Buy
2,949
+315
+12% +$68.4K 0.05% 267
2024
Q4
$543K Sell
2,634
-29
-1% -$5.98K 0.05% 270
2024
Q3
$469K Buy
2,663
+22
+0.8% +$3.87K 0.04% 288
2024
Q2
$430K Buy
2,641
+23
+0.9% +$3.75K 0.04% 284
2024
Q1
$390K Sell
2,618
-2,344
-47% -$349K 0.04% 309
2023
Q4
$638K Buy
4,962
+2,518
+103% +$324K 0.03% 358
2023
Q3
$257K Buy
+2,444
New +$257K 0.03% 303