Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$407K Buy
6,447
+571
+10% +$36K 0.05% 282
2025
Q1
$334K Buy
5,876
+1,371
+30% +$77.8K 0.05% 285
2024
Q4
$303K Sell
4,505
-1,239
-22% -$83.3K 0.05% 229
2024
Q3
$384K Buy
5,744
+568
+11% +$38K 0.06% 234
2024
Q2
$358K Buy
5,176
+28
+0.5% +$1.94K 0.06% 318
2024
Q1
$315K Buy
+5,148
New +$315K 0.06% 262