Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$537K Buy
1,004
+132
+15% +$70.6K 0.06% 151
2025
Q1
$322K Buy
872
+223
+34% +$82.4K 0.04% 319
2024
Q4
$295K Sell
649
-208
-24% -$94.4K 0.04% 270
2024
Q3
$369K Sell
857
-145
-14% -$62.4K 0.05% 286
2024
Q2
$366K Buy
+1,002
New +$366K 0.06% 303