Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$748K Buy
2,107
+460
+28% +$163K 0.17% 73
2025
Q1
$577K Buy
1,647
+25
+2% +$8.76K 0.16% 73
2024
Q4
$513K Buy
1,622
+62
+4% +$19.6K 0.15% 86
2024
Q3
$429K Sell
1,560
-41
-3% -$11.3K 0.13% 101
2024
Q2
$420K Buy
1,601
+90
+6% +$23.6K 0.14% 91
2024
Q1
$422K Buy
1,511
+22
+1% +$6.14K 0.15% 92
2023
Q4
$388K Sell
1,489
-16
-1% -$4.17K 0.15% 90
2023
Q3
$346K Sell
1,505
-592
-28% -$136K 0.15% 89
2023
Q2
$498K Buy
+2,097
New +$498K 0.45% 48