Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$707K Buy
2,249
+67
+3% +$21K 0.01% 727
2025
Q1
$573K Sell
2,182
-57
-3% -$15K 0.01% 768
2024
Q4
$590K Buy
2,239
+4
+0.2% +$1.05K 0.01% 819
2024
Q3
$524K Buy
2,235
+391
+21% +$91.7K 0.01% 876
2024
Q2
$362K Buy
+1,844
New +$362K 0.01% 993