Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
28,510
+1,831
+7% +$27.3K 0.03% 432
2025
Q1
$427K Buy
26,679
+1,070
+4% +$17.1K 0.03% 340
2024
Q4
$413K Buy
25,609
+2,100
+9% +$33.9K 0.04% 329
2024
Q3
$319K Sell
23,509
-242
-1% -$3.28K 0.03% 351
2024
Q2
$296K Sell
23,751
-631
-3% -$7.88K 0.03% 354
2024
Q1
$321K Sell
24,382
-22,512
-48% -$296K 0.03% 350
2023
Q4
$576K Buy
+46,894
New +$576K 0.02% 372