Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$648K Sell
1,291
-83
-6% -$41.6K 0.02% 369
2025
Q1
$640K Buy
1,374
+33
+2% +$15.4K 0.03% 356
2024
Q4
$635K Buy
1,341
+73
+6% +$34.6K 0.02% 372
2024
Q3
$602K Buy
1,268
+85
+7% +$40.3K 0.02% 369
2024
Q2
$498K Buy
1,183
+264
+29% +$111K 0.02% 386
2024
Q1
$361K Buy
+919
New +$361K 0.01% 469