Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Sell
3,300
-140
-4% -$31.8K 0.03% 176
2025
Q1
$839K Buy
3,440
+40
+1% +$9.75K 0.04% 161
2024
Q4
$957K Buy
3,400
+40
+1% +$11.3K 0.05% 152
2024
Q3
$920K Buy
3,360
+210
+7% +$57.5K 0.05% 153
2024
Q2
$944K Buy
+3,150
New +$944K 0.05% 140