Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Buy
18,938
+931
+5% +$33.9K 0.07% 229
2025
Q1
$595K Sell
18,007
-311
-2% -$10.3K 0.07% 220
2024
Q4
$517K Buy
18,318
+2,646
+17% +$74.7K 0.06% 253
2024
Q3
$392K Buy
+15,672
New +$392K 0.05% 252