Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$702K Buy
1,815
+447
+33% +$173K 0.28% 62
2025
Q1
$525K Buy
1,368
+26
+2% +$9.97K 0.25% 58
2024
Q4
$597K Buy
1,342
+13
+1% +$5.78K 0.28% 56
2024
Q3
$688K Buy
1,329
+2
+0.2% +$1.04K 0.33% 51
2024
Q2
$737K Buy
1,327
+37
+3% +$20.6K 0.4% 45
2024
Q1
$651K Buy
1,290
+294
+30% +$148K 0.4% 46
2023
Q4
$594K Buy
996
+96
+11% +$57.3K 0.43% 48
2023
Q3
$459K Buy
900
+114
+15% +$58.1K 0.37% 50
2023
Q2
$384K Sell
786
-9
-1% -$4.4K 0.3% 56
2023
Q1
$306K Buy
795
+31
+4% +$11.9K 0.26% 61
2022
Q4
$257K Buy
+764
New +$257K 0.24% 62