Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
3,970
+293
+8% +$35.9K 0.06% 173
2025
Q1
$335K Buy
3,677
+984
+37% +$89.7K 0.05% 280
2024
Q4
$310K Sell
2,693
-487
-15% -$56.1K 0.05% 203
2024
Q3
$377K Buy
3,180
+476
+18% +$56.4K 0.05% 248
2024
Q2
$373K Buy
+2,704
New +$373K 0.06% 277