Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
2,287
+323
+16% +$73.2K 0.09% 188
2025
Q1
$326K Buy
1,964
+730
+59% +$121K 0.06% 234
2024
Q4
$244K Sell
1,234
-24
-2% -$4.74K 0.06% 223
2024
Q3
$219K Sell
1,258
-2,747
-69% -$477K 0.05% 236
2024
Q2
$696K Buy
4,005
+560
+16% +$97.4K 0.19% 106
2024
Q1
$469K Buy
+3,445
New +$469K 0.13% 135