Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Buy
2,610
+116
+5% +$27.9K 0.11% 183
2025
Q1
$431K Buy
2,494
+712
+40% +$123K 0.08% 224
2024
Q4
$372K Buy
1,782
+14
+0.8% +$2.92K 0.08% 206
2024
Q3
$307K Sell
1,768
-23
-1% -$3.99K 0.07% 228
2024
Q2
$330K Buy
+1,791
New +$330K 0.08% 203