Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$706K Sell
788
-64
-8% -$57.3K 0.1% 85
2025
Q1
$579K Buy
852
+67
+9% +$45.6K 0.1% 91
2024
Q4
$495K Sell
785
-73
-9% -$46K 0.09% 110
2024
Q3
$665K Buy
858
+10
+1% +$7.75K 0.13% 85
2024
Q2
$699K Buy
848
+117
+16% +$96.5K 0.15% 79
2024
Q1
$511K Buy
+731
New +$511K 0.11% 101