Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$745K Buy
11,570
+1,829
+19% +$118K 0.03% 501
2025
Q1
$677K Buy
9,741
+18
+0.2% +$1.25K 0.02% 510
2024
Q4
$706K Sell
9,723
-321
-3% -$23.3K 0.03% 487
2024
Q3
$843K Sell
10,044
-7,046
-41% -$591K 0.03% 428
2024
Q2
$1.14M Sell
17,090
-40
-0.2% -$2.67K 0.04% 337
2024
Q1
$1.35M Buy
17,130
+7,285
+74% +$575K 0.05% 293
2023
Q4
$659K Sell
9,845
-2
-0% -$134 0.03% 465
2023
Q3
$526K Sell
9,847
-132
-1% -$7.05K 0.03% 506
2023
Q2
$573K Buy
9,979
+676
+7% +$38.8K 0.03% 494
2023
Q1
$463K Buy
9,303
+1,500
+19% +$74.7K 0.02% 564
2022
Q4
$364K Buy
+7,803
New +$364K 0.02% 642