Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$543K Buy
2,592
+708
+38% +$148K 0.04% 221
2025
Q1
$321K Sell
1,884
-11
-0.6% -$1.88K 0.05% 214
2024
Q4
$335K Sell
1,895
-584
-24% -$103K 0.03% 273
2024
Q3
$377K Sell
2,479
-105
-4% -$16K 0.03% 254
2024
Q2
$475K Buy
2,584
+131
+5% +$24.1K 0.05% 225
2024
Q1
$469K Buy
2,453
+423
+21% +$80.8K 0.05% 223
2023
Q4
$423K Buy
+2,030
New +$423K 0.04% 220