Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$507K Buy
9,584
+944
+11% +$49.9K 0.01% 885
2025
Q1
$373K Sell
8,640
-143
-2% -$6.17K 0.01% 990
2024
Q4
$540K Buy
8,783
+17
+0.2% +$1.05K 0.01% 866
2024
Q3
$550K Buy
8,766
+328
+4% +$20.6K 0.01% 851
2024
Q2
$593K Buy
+8,438
New +$593K 0.01% 744