Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
6,843
-198
-3% -$15.4K 0.01% 861
2025
Q1
$573K Buy
7,041
+1,068
+18% +$86.9K 0.01% 767
2024
Q4
$547K Buy
5,973
+791
+15% +$72.4K 0.01% 857
2024
Q3
$318K Buy
5,182
+756
+17% +$46.4K ﹤0.01% 1172
2024
Q2
$242K Buy
+4,426
New +$242K ﹤0.01% 1222