Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$705K Buy
36,646
+837
+2% +$16.1K 0.08% 255
2025
Q1
$527K Buy
+35,809
New +$527K 0.06% 267
2024
Q4
Sell
-24,316
Closed -$625K 185
2024
Q3
$625K Sell
24,316
-2,563
-10% -$65.9K 0.07% 262
2024
Q2
$890K Buy
+26,879
New +$890K 0.1% 228