Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$830K Buy
11,149
+709
+7% +$52.8K 0.2% 87
2025
Q1
$707K Buy
10,440
+91
+0.9% +$6.16K 0.2% 86
2024
Q4
$641K Sell
10,349
-205
-2% -$12.7K 0.19% 85
2024
Q3
$687K Buy
+10,554
New +$687K 0.21% 78