Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Buy
13,943
+859
+7% +$24.9K 0.09% 113
2025
Q1
$370K Buy
13,084
+839
+7% +$23.7K 0.1% 108
2024
Q4
$279K Sell
12,245
-713
-6% -$16.2K 0.08% 127
2024
Q3
$285K Sell
12,958
-191
-1% -$4.2K 0.08% 127
2024
Q2
$251K Buy
13,149
+1,437
+12% +$27.5K 0.08% 132
2024
Q1
$206K Sell
11,712
-336
-3% -$5.91K 0.07% 150
2023
Q4
$202K Sell
12,048
-6,426
-35% -$108K 0.08% 139
2023
Q3
$277K Sell
18,474
-625
-3% -$9.39K 0.12% 108
2023
Q2
$305K Buy
+19,099
New +$305K 0.28% 66