Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530K Buy
3,896
+212
+6% +$28.8K 0.05% 172
2025
Q1
$489K Buy
3,684
+330
+10% +$43.8K 0.05% 165
2024
Q4
$379K Buy
3,354
+88
+3% +$9.95K 0.04% 174
2024
Q3
$376K Sell
3,266
-69
-2% -$7.94K 0.04% 188
2024
Q2
$347K Buy
3,335
+500
+18% +$52K 0.04% 154
2024
Q1
$322K Buy
+2,835
New +$322K 0.08% 105