Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
10,157
+527
+5% +$42.4K 0.05% 249
2025
Q1
$773K Sell
9,630
-809
-8% -$65K 0.06% 228
2024
Q4
$855K Buy
10,439
+1,062
+11% +$87K 0.08% 181
2024
Q3
$773K Buy
9,377
+59
+0.6% +$4.87K 0.07% 207
2024
Q2
$654K Buy
9,318
+194
+2% +$13.6K 0.06% 217
2024
Q1
$676K Sell
9,124
-8,574
-48% -$635K 0.06% 216
2023
Q4
$1.17M Buy
17,698
+12,835
+264% +$849K 0.05% 233
2023
Q3
$306K Buy
+4,863
New +$306K 0.04% 269