Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
663
+82
+14% +$39.9K 0.04% 363
2025
Q1
$358K Buy
581
+24
+4% +$14.8K 0.05% 208
2024
Q4
$295K Sell
557
-59
-10% -$31.3K 0.04% 268
2024
Q3
$370K Sell
616
-86
-12% -$51.7K 0.05% 276
2024
Q2
$381K Buy
702
+220
+46% +$119K 0.06% 249
2024
Q1
$309K Buy
+482
New +$309K 0.06% 279