Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$962K Buy
3,265
+370
+13% +$109K 0.06% 220
2025
Q1
$720K Buy
2,895
+906
+46% +$225K 0.06% 240
2024
Q4
$437K Buy
1,989
+190
+11% +$41.8K 0.04% 320
2024
Q3
$398K Buy
1,799
+143
+9% +$31.6K 0.04% 321
2024
Q2
$286K Sell
1,656
-22
-1% -$3.81K 0.03% 361
2024
Q1
$320K Sell
1,678
-1,014
-38% -$194K 0.03% 351
2023
Q4
$440K Buy
+2,692
New +$440K 0.02% 421