Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
2,417
+29
+1% +$4.9K 0.05% 273
2025
Q1
$338K Buy
2,388
+673
+39% +$95.2K 0.05% 270
2024
Q4
$271K Sell
1,715
-1,196
-41% -$189K 0.04% 352
2024
Q3
$370K Buy
+2,911
New +$370K 0.05% 285