Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Buy
10,287
+2,220
+28% +$143K 0.01% 757
2025
Q1
$561K Sell
8,067
-283
-3% -$19.7K 0.01% 776
2024
Q4
$606K Buy
8,350
+1,298
+18% +$94.1K 0.01% 804
2024
Q3
$591K Buy
7,052
+559
+9% +$46.9K 0.01% 821
2024
Q2
$422K Buy
+6,493
New +$422K 0.01% 895