Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$924K Buy
3,580
+908
+34% +$234K 0.1% 119
2025
Q1
$598K Sell
2,672
-426
-14% -$95.4K 0.07% 156
2024
Q4
$708K Buy
3,098
+587
+23% +$134K 0.09% 141
2024
Q3
$613K Buy
2,511
+1,150
+84% +$281K 0.08% 162
2024
Q2
$261K Buy
+1,361
New +$261K 0.04% 249