Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$744K Buy
4,597
+769
+20% +$124K 0.02% 686
2025
Q1
$409K Buy
3,828
+1,123
+42% +$120K 0.02% 780
2024
Q4
$334K Sell
2,705
-1,248
-32% -$154K 0.02% 685
2024
Q3
$565K Buy
3,953
+333
+9% +$47.6K 0.03% 501
2024
Q2
$592K Buy
+3,620
New +$592K 0.04% 419