Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$539K Buy
6,914
+261
+4% +$20.4K 0.02% 557
2025
Q1
$491K Sell
6,653
-24
-0.4% -$1.77K 0.02% 542
2024
Q4
$545K Buy
6,677
+376
+6% +$30.7K 0.03% 446
2024
Q3
$439K Buy
6,301
+1,137
+22% +$79.3K 0.03% 507
2024
Q2
$306K Buy
5,164
+339
+7% +$20.1K 0.02% 580
2024
Q1
$315K Buy
+4,825
New +$315K 0.03% 518