Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$643K Buy
3,465
+670
+24% +$124K 0.15% 79
2025
Q1
$586K Sell
2,795
-89
-3% -$18.6K 0.16% 72
2024
Q4
$513K Sell
2,884
-82
-3% -$14.6K 0.15% 87
2024
Q3
$586K Buy
2,966
+185
+7% +$36.5K 0.17% 77
2024
Q2
$477K Sell
2,781
-2
-0.1% -$343 0.15% 82
2024
Q1
$507K Sell
2,783
-115
-4% -$20.9K 0.18% 83
2023
Q4
$449K Sell
2,898
-33
-1% -$5.12K 0.18% 83
2023
Q3
$437K Buy
2,931
+1,017
+53% +$152K 0.2% 80
2023
Q2
$258K Buy
+1,914
New +$258K 0.23% 74