Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
2,961
-646
-18% -$116K 0.02% 459
2025
Q1
$650K Buy
3,607
+958
+36% +$173K 0.03% 399
2024
Q4
$523K Buy
2,649
+262
+11% +$51.7K 0.04% 367
2024
Q3
$374K Buy
2,387
+402
+20% +$63K 0.03% 409
2024
Q2
$277K Buy
+1,985
New +$277K 0.02% 441