Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
577
+151
+35% +$150K 0.02% 193
2025
Q1
$621K Sell
426
-275
-39% -$401K 0.03% 192
2024
Q4
$642K Buy
701
+49
+8% +$44.9K ﹤0.01% 202
2024
Q3
$578K Buy
652
+37
+6% +$32.8K 0.02% 192
2024
Q2
$523K Buy
615
+140
+29% +$119K 0.03% 187
2024
Q1
$348K Buy
+475
New +$348K 0.02% 218