Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$619K Buy
5,902
+369
+7% +$38.7K 0.01% 937
2025
Q1
$552K Sell
5,533
-1,706
-24% -$170K 0.01% 986
2024
Q4
$792K Buy
7,239
+2,177
+43% +$238K 0.01% 736
2024
Q3
$583K Sell
5,062
-73
-1% -$8.4K 0.01% 850
2024
Q2
$512K Buy
5,135
+197
+4% +$19.7K 0.01% 865
2024
Q1
$545K Buy
4,938
+368
+8% +$40.6K 0.01% 788
2023
Q4
$491K Buy
4,570
+326
+8% +$35K 0.01% 784
2023
Q3
$419K Buy
+4,244
New +$419K 0.01% 760