Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.13M Sell
2,106
-246
-10% -$132K 0.03% 497
2025
Q1
$869K Buy
2,352
+195
+9% +$72.1K 0.03% 526
2024
Q4
$979K Buy
2,157
+703
+48% +$319K 0.03% 477
2024
Q3
$626K Buy
1,454
+2
+0.1% +$861 0.02% 558
2024
Q2
$530K Buy
1,452
+510
+54% +$186K 0.03% 459
2024
Q1
$330K Buy
+942
New +$330K 0.01% 691