Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$388K Buy
433
+27
+7% +$24.2K 0.18% 115
2025
Q1
$276K Buy
+406
New +$276K 0.17% 113
2024
Q4
Sell
-271
Closed -$210K 178
2024
Q3
$210K Buy
271
+3
+1% +$2.32K 0.14% 132
2024
Q2
$221K Buy
+268
New +$221K 0.16% 111