Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$918K Buy
4,472
+517
+13% +$106K 0.71% 31
2025
Q1
$879K Buy
3,955
+105
+3% +$23.3K 0.78% 23
2024
Q4
$964K Sell
3,850
-178
-4% -$44.6K 0.88% 18
2024
Q3
$938K Sell
4,028
-42
-1% -$9.79K 0.88% 15
2024
Q2
$857K Buy
+4,070
New +$857K 0.86% 12