Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Buy
36,439
+160
+0.4% +$3.88K 0.47% 52
2025
Q1
$919K Buy
36,279
+14,220
+64% +$360K 0.55% 48
2024
Q4
$585K Sell
22,059
-955
-4% -$25.3K 0.37% 60
2024
Q3
$666K Buy
23,014
+2,000
+10% +$57.9K 0.44% 58
2024
Q2
$588K Buy
21,014
+1,285
+7% +$36K 0.43% 56
2024
Q1
$547K Sell
19,729
-1,694
-8% -$47K 0.42% 59
2023
Q4
$617K Buy
+21,423
New +$617K 0.5% 52