Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$995K Buy
6,536
+1,075
+20% +$164K 0.07% 211
2025
Q1
$802K Buy
5,461
+349
+7% +$51.3K 0.06% 229
2024
Q4
$660K Sell
5,112
-69
-1% -$8.91K 0.05% 256
2024
Q3
$708K Buy
5,181
+1,394
+37% +$191K 0.05% 270
2024
Q2
$387K Buy
+3,787
New +$387K 0.03% 400