Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Buy
1,943
+130
+7% +$46.4K 0.17% 67
2025
Q1
$493K Sell
1,813
-204
-10% -$55.5K 0.13% 74
2024
Q4
$669K Buy
2,017
+20
+1% +$6.64K 0.17% 70
2024
Q3
$662K Buy
1,997
+86
+5% +$28.5K 0.17% 70
2024
Q2
$599K Buy
+1,911
New +$599K 0.16% 67