Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$604K Sell
4,363
-1,562
-26% -$216K 0.01% 952
2025
Q1
$946K Buy
5,925
+1,017
+21% +$162K 0.01% 745
2024
Q4
$653K Buy
4,908
+446
+10% +$59.3K 0.01% 827
2024
Q3
$606K Sell
4,462
-3,120
-41% -$424K 0.02% 834
2024
Q2
$1.12M Buy
7,582
+3,749
+98% +$553K 0.03% 555
2024
Q1
$585K Buy
3,833
+116
+3% +$17.7K 0.01% 764
2023
Q4
$536K Buy
3,717
+314
+9% +$45.3K 0.01% 757
2023
Q3
$521K Buy
+3,403
New +$521K 0.02% 689