Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$898K Buy
16,534
+2,898
+21% +$157K 0.06% 231
2025
Q1
$687K Buy
13,636
+1,566
+13% +$78.9K 0.06% 253
2024
Q4
$548K Buy
12,070
+523
+5% +$23.8K 0.05% 267
2024
Q3
$548K Buy
11,547
+592
+5% +$28.1K 0.05% 257
2024
Q2
$503K Sell
10,955
-505
-4% -$23.2K 0.05% 261
2024
Q1
$496K Sell
11,460
-8,986
-44% -$389K 0.05% 268
2023
Q4
$811K Buy
20,446
+14,013
+218% +$556K 0.03% 301
2023
Q3
$217K Buy
+6,433
New +$217K 0.03% 332