Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$864K Buy
7,171
+988
+16% +$119K ﹤0.01% 1653
2025
Q1
$720K Buy
6,183
+2,672
+76% +$311K ﹤0.01% 1666
2024
Q4
$421K Buy
3,511
+278
+9% +$33.3K ﹤0.01% 1960
2024
Q3
$344K Buy
3,233
+32
+1% +$3.4K ﹤0.01% 2042
2024
Q2
$302K Sell
3,201
-128
-4% -$12.1K ﹤0.01% 2278
2024
Q1
$368K Buy
3,329
+45
+1% +$4.98K ﹤0.01% 2172
2023
Q4
$284K Sell
3,284
-752
-19% -$65.1K ﹤0.01% 2325
2023
Q3
$283K Sell
4,036
-21
-0.5% -$1.48K ﹤0.01% 2275
2023
Q2
$270K Sell
4,057
-403
-9% -$26.8K ﹤0.01% 2293
2023
Q1
$263K Buy
+4,460
New +$263K ﹤0.01% 2282