Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$722K Buy
10,480
+243
+2% +$16.8K 0.01% 713
2025
Q1
$706K Buy
10,237
+1,074
+12% +$74.1K 0.01% 677
2024
Q4
$564K Sell
9,163
-84
-0.9% -$5.17K 0.01% 844
2024
Q3
$570K Buy
9,247
+558
+6% +$34.4K 0.01% 836
2024
Q2
$458K Buy
+8,689
New +$458K 0.01% 854