Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
582
+25
+4% +$12.3K 0.03% 311
2025
Q1
$239K Buy
557
+35
+7% +$15K 0.03% 329
2024
Q4
$222K Sell
522
-133
-20% -$56.5K 0.02% 332
2024
Q3
$308K Buy
655
+87
+15% +$40.9K 0.03% 259
2024
Q2
$232K Buy
+568
New +$232K 0.02% 308