Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$867K Sell
967
-138
-12% -$124K 0.12% 121
2025
Q1
$772K Buy
+1,105
New +$772K 0.13% 125
2024
Q3
$1.09M Buy
1,404
+73
+5% +$56.6K 0.16% 103
2024
Q2
$1.1M Buy
1,331
+226
+20% +$186K 0.18% 91
2024
Q1
$772K Buy
+1,105
New +$772K 0.13% 125