Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
3,538
+737
+26% +$167K 0.17% 83
2025
Q1
$465K Buy
2,801
+758
+37% +$126K 0.11% 109
2024
Q4
$403K Buy
2,043
+1
+0% +$197 0.11% 114
2024
Q3
$355K Buy
2,042
+522
+34% +$90.7K 0.1% 121
2024
Q2
$264K Buy
+1,520
New +$264K 0.09% 140