Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
3,076
+152
+5% +$49.9K 0.01% 588
2025
Q1
$781K Buy
2,924
+148
+5% +$39.5K 0.01% 644
2024
Q4
$665K Sell
2,776
-288
-9% -$69K 0.01% 751
2024
Q3
$804K Sell
3,064
-103
-3% -$27K 0.01% 658
2024
Q2
$699K Buy
+3,167
New +$699K 0.01% 665