Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Buy
2,517
+81
+3% +$28.9K 0.1% 88
2025
Q1
$662K Buy
2,436
+652
+37% +$177K 0.09% 125
2024
Q4
$592K Sell
1,784
-646
-27% -$214K 0.09% 112
2024
Q3
$805K Buy
2,430
+176
+8% +$58.3K 0.12% 91
2024
Q2
$707K Buy
+2,254
New +$707K 0.11% 129