Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
+814
New +$652K 0.17% 128
2024
Q4
$660K Buy
952
+2
+0.2% +$1.39K 0.2% 117
2024
Q3
$792K Sell
950
-25
-3% -$20.8K 0.24% 106
2024
Q2
$997K Buy
975
+10
+1% +$10.2K 0.32% 86
2024
Q1
$937K Buy
+965
New +$937K 0.32% 93