Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
1,023
+292
+40% +$84.6K 0.13% 205
2025
Q1
$221K Sell
731
-32
-4% -$9.66K 0.12% 238
2024
Q4
$211K Buy
763
+28
+4% +$7.74K 0.11% 253
2024
Q3
$212K Sell
735
-129
-15% -$37.2K 0.11% 242
2024
Q2
$220K Buy
+864
New +$220K 0.11% 240