Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$544K Buy
2,594
+46
+2% +$9.64K 0.26% 56
2025
Q1
$435K Buy
2,548
+995
+64% +$170K 0.23% 70
2024
Q4
$275K Sell
1,553
-732
-32% -$130K 0.15% 106
2024
Q3
$347K Buy
2,285
+442
+24% +$67.2K 0.18% 84
2024
Q2
$335K Buy
1,843
+539
+41% +$98.1K 0.19% 84
2024
Q1
$252K Buy
+1,304
New +$252K 0.14% 104