Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Buy
1,564
+285
+22% +$93.5K 0.06% 157
2025
Q1
$342K Buy
1,279
+3
+0.2% +$802 0.05% 250
2024
Q4
$303K Sell
1,276
-94
-7% -$22.3K 0.05% 223
2024
Q3
$358K Buy
+1,370
New +$358K 0.05% 329