Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.98M Buy
5,647
+1,191
+27% +$417K 0.03% 369
2025
Q1
$767K Buy
4,456
+2
+0% +$344 0.01% 653
2024
Q4
$1.13M Sell
4,454
-523
-11% -$133K 0.02% 532
2024
Q3
$821K Sell
4,977
-633
-11% -$104K 0.01% 651
2024
Q2
$1.31M Buy
+5,610
New +$1.31M 0.02% 425