Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$752K Buy
3,441
+870
+34% +$190K 0.12% 90
2025
Q1
$359K Buy
2,571
+97
+4% +$13.6K 0.06% 141
2024
Q4
$412K Buy
2,474
+97
+4% +$16.2K 0.07% 131
2024
Q3
$405K Buy
2,377
+18
+0.8% +$3.07K 0.07% 131
2024
Q2
$333K Sell
2,359
-80
-3% -$11.3K 0.06% 140
2024
Q1
$306K Buy
+2,439
New +$306K 0.06% 147