Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$631K Buy
1,179
+44
+4% +$23.5K 0.07% 158
2025
Q1
$420K Sell
1,135
-4
-0.4% -$1.48K 0.05% 184
2024
Q4
$517K Buy
1,139
+44
+4% +$20K 0.06% 165
2024
Q3
$471K Buy
1,095
+207
+23% +$89.1K 0.05% 175
2024
Q2
$324K Buy
888
+162
+22% +$59.1K 0.04% 188
2024
Q1
$254K Buy
+726
New +$254K 0.03% 212