Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
3,163
+270
+9% +$34.1K 0.05% 297
2025
Q1
$311K Buy
2,893
+700
+32% +$75.3K 0.04% 343
2024
Q4
$288K Sell
2,193
-1,057
-33% -$139K 0.04% 304
2024
Q3
$349K Sell
3,250
-339
-9% -$36.4K 0.05% 345
2024
Q2
$381K Buy
3,589
+1,086
+43% +$115K 0.06% 248
2024
Q1
$305K Buy
+2,503
New +$305K 0.05% 290