Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$634K Buy
6,668
+251
+4% +$23.9K 0.04% 307
2025
Q1
$625K Sell
6,417
-59
-0.9% -$5.75K 0.05% 268
2024
Q4
$674K Sell
6,476
-115
-2% -$12K 0.06% 218
2024
Q3
$650K Sell
6,591
-55
-0.8% -$5.43K 0.06% 231
2024
Q2
$684K Buy
6,646
+42
+0.6% +$4.32K 0.06% 209
2024
Q1
$818K Sell
6,604
-6,384
-49% -$791K 0.08% 192
2023
Q4
$1.27M Buy
12,988
+7,068
+119% +$690K 0.05% 215
2023
Q3
$503K Buy
+5,920
New +$503K 0.06% 183