Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$659K Buy
2,008
+783
+64% +$257K 0.04% 431
2025
Q1
$327K Buy
1,225
+16
+1% +$4.27K 0.02% 640
2024
Q4
$287K Sell
1,209
-1,465
-55% -$348K 0.02% 678
2024
Q3
$699K Buy
+2,674
New +$699K 0.04% 393