Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
1,450
+166
+13% +$81.5K 0.05% 289
2025
Q1
$549K Buy
1,284
+246
+24% +$105K 0.04% 291
2024
Q4
$441K Sell
1,038
-43
-4% -$18.3K 0.04% 319
2024
Q3
$508K Sell
1,081
-3
-0.3% -$1.41K 0.05% 273
2024
Q2
$443K Sell
1,084
-8
-0.7% -$3.27K 0.04% 280
2024
Q1
$476K Sell
1,092
-1,048
-49% -$457K 0.05% 275
2023
Q4
$724K Buy
2,140
+1,446
+208% +$489K 0.03% 324
2023
Q3
$205K Buy
+694
New +$205K 0.03% 345