Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Sell
3,669
-83
-2% -$9.22K 0.05% 278
2025
Q1
$340K Buy
3,752
+1,799
+92% +$163K 0.05% 259
2024
Q4
$284K Buy
1,953
+142
+8% +$20.6K 0.04% 316
2024
Q3
$392K Buy
+1,811
New +$392K 0.06% 219