Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
3,263
+57
+2% +$12.4K 0.03% 316
2025
Q1
$436K Buy
3,206
+76
+2% +$10.3K 0.04% 289
2024
Q4
$450K Sell
3,130
-15
-0.5% -$2.16K 0.1% 125
2024
Q3
$377K Buy
3,145
+141
+5% +$16.9K 0.09% 135
2024
Q2
$327K Buy
+3,004
New +$327K 0.08% 143