Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$672K Buy
27,473
+11,150
+68% +$273K 0.05% 291
2025
Q1
$452K Buy
16,323
+726
+5% +$20.1K 0.04% 331
2024
Q4
$509K Buy
15,597
+558
+4% +$18.2K 0.04% 306
2024
Q3
$539K Sell
15,039
-2,694
-15% -$96.6K 0.04% 317
2024
Q2
$621K Buy
+17,733
New +$621K 0.04% 298