Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
7,178
+862
+14% +$75.2K 0.01% 744
2025
Q1
$402K Buy
6,316
+1,045
+20% +$66.6K 0.01% 858
2024
Q4
$499K Sell
5,271
-141
-3% -$13.4K 0.01% 803
2024
Q3
$328K Buy
5,412
+1,071
+25% +$65K 0.01% 859
2024
Q2
$314K Sell
4,341
-1,071
-20% -$77.5K 0.01% 898
2024
Q1
$328K Buy
+5,412
New +$328K 0.01% 858