Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$800K Buy
3,412
+394
+13% +$92.4K 0.24% 88
2025
Q1
$422K Sell
3,018
-91
-3% -$12.7K 0.15% 112
2024
Q4
$486K Buy
3,109
+537
+21% +$83.9K 0.17% 109
2024
Q3
$438K Buy
2,572
+69
+3% +$11.8K 0.16% 109
2024
Q2
$353K Buy
2,503
+369
+17% +$52.1K 0.14% 114
2024
Q1
$268K Buy
+2,134
New +$268K 0.11% 124