Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$977K Buy
44,671
+5,316
+14% +$116K 0.01% 602
2025
Q1
$771K Buy
39,355
+2,009
+5% +$39.4K 0.01% 651
2024
Q4
$585K Sell
37,346
-2,984
-7% -$46.7K 0.01% 826
2024
Q3
$715K Buy
40,330
+2,933
+8% +$52K 0.01% 728
2024
Q2
$655K Buy
+37,397
New +$655K 0.01% 692