Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
149
+38
+34% +$281K 0.39% 40
2025
Q1
$804K Buy
111
+30
+37% +$217K 0.32% 47
2024
Q4
$662K Buy
81
+20
+33% +$164K 0.26% 49
2024
Q3
$599K Sell
61
-1
-2% -$9.81K 0.25% 47
2024
Q2
$470K Buy
+62
New +$470K 0.21% 49