Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$606K Buy
3,838
+143
+4% +$22.6K 0.44% 10
2025
Q1
$400K Sell
3,695
-594
-14% -$64.4K 0.32% 12
2024
Q4
$576K Buy
4,289
+494
+13% +$66.3K 0.47% 11
2024
Q3
$461K Buy
3,795
+815
+27% +$99K 0.38% 12
2024
Q2
$368K Buy
+2,980
New +$368K 0.33% 13