Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
5,714
+1,947
+52% +$156K 0.03% 405
2025
Q1
$272K Buy
3,767
+229
+6% +$16.5K 0.02% 454
2024
Q4
$271K Buy
3,538
+153
+5% +$11.7K 0.02% 432
2024
Q3
$300K Sell
3,385
-38
-1% -$3.37K 0.03% 360
2024
Q2
$294K Buy
3,423
+2
+0.1% +$172 0.03% 355
2024
Q1
$328K Sell
3,421
-3,329
-49% -$319K 0.03% 344
2023
Q4
$543K Buy
6,750
+4,111
+156% +$331K 0.02% 389
2023
Q3
$206K Buy
+2,639
New +$206K 0.03% 342