Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$698K Buy
5,194
+1,622
+45% +$218K 0.01% 733
2025
Q1
$354K Sell
3,572
-1,320
-27% -$131K 0.01% 1015
2024
Q4
$704K Buy
4,892
+552
+13% +$79.4K 0.01% 720
2024
Q3
$495K Buy
4,340
+229
+6% +$26.1K 0.01% 912
2024
Q2
$536K Buy
+4,111
New +$536K 0.01% 776