Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$836K Buy
1,517
+388
+34% +$214K 0.09% 107
2025
Q1
$668K Buy
1,129
+112
+11% +$66.3K 0.09% 120
2024
Q4
$625K Sell
1,017
-391
-28% -$240K 0.09% 102
2024
Q3
$763K Sell
1,408
-499
-26% -$270K 0.11% 103
2024
Q2
$820K Buy
1,907
+198
+12% +$85.1K 0.13% 91
2024
Q1
$673K Buy
+1,709
New +$673K 0.12% 97