Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$991K Buy
4,519
+561
+14% +$123K 0.77% 28
2025
Q1
$753K Buy
3,958
+20
+0.5% +$3.81K 0.67% 25
2024
Q4
$864K Sell
3,938
-368
-9% -$80.7K 0.79% 20
2024
Q3
$802K Buy
4,306
+147
+4% +$27.4K 0.75% 26
2024
Q2
$804K Buy
+4,159
New +$804K 0.8% 14