Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Buy
70,809
+1,236
+2% +$12.8K 0.05% 282
2025
Q1
$716K Buy
69,573
+2,436
+4% +$25.1K 0.06% 242
2024
Q4
$640K Sell
67,137
-4,630
-6% -$44.2K 0.06% 229
2024
Q3
$759K Buy
71,767
+4,772
+7% +$50.5K 0.07% 210
2024
Q2
$553K Sell
66,995
-2
-0% -$17 0.05% 244
2024
Q1
$569K Sell
66,997
-68,425
-51% -$581K 0.05% 247
2023
Q4
$1.11M Buy
135,422
+83,886
+163% +$690K 0.05% 240
2023
Q3
$429K Buy
+51,536
New +$429K 0.05% 207