Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Sell
1,538
-115
-7% -$41K 0.05% 317
2025
Q1
$660K Buy
1,653
+529
+47% +$211K 0.07% 235
2024
Q4
$404K Buy
1,124
+5
+0.4% +$1.8K 0.04% 346
2024
Q3
$387K Buy
1,119
+2
+0.2% +$692 0.04% 374
2024
Q2
$363K Buy
1,117
+309
+38% +$100K 0.04% 363
2024
Q1
$270K Buy
+808
New +$270K 0.03% 406