Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Sell
692
-11
-2% -$8.66K 0.06% 147
2025
Q1
$432K Buy
703
+73
+12% +$44.8K 0.06% 151
2024
Q4
$396K Sell
630
-148
-19% -$93K 0.06% 150
2024
Q3
$483K Buy
778
+9
+1% +$5.59K 0.07% 161
2024
Q2
$505K Buy
769
+137
+22% +$90K 0.08% 141
2024
Q1
$411K Buy
+632
New +$411K 0.07% 136