Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Buy
3,764
+669
+22% +$126K 0.08% 172
2025
Q1
$725K Buy
3,095
+848
+38% +$199K 0.09% 159
2024
Q4
$884K Sell
2,247
-328
-13% -$129K 0.11% 126
2024
Q3
$861K Buy
2,575
+318
+14% +$106K 0.11% 144
2024
Q2
$552K Buy
2,257
+1,001
+80% +$245K 0.08% 178
2024
Q1
$437K Buy
+1,256
New +$437K 0.06% 207