Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$457K Sell
9,516
-4,656
-33% -$223K 0.02% 489
2025
Q1
$614K Buy
14,172
+3,668
+35% +$159K 0.03% 408
2024
Q4
$541K Buy
10,504
+922
+10% +$47.5K 0.04% 363
2024
Q3
$483K Buy
9,582
+1,997
+26% +$101K 0.04% 377
2024
Q2
$290K Buy
7,585
+1,405
+23% +$53.6K 0.02% 429
2024
Q1
$259K Buy
+6,180
New +$259K 0.02% 456