Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
6,182
+764
+14% +$56.9K 0.05% 358
2025
Q1
$341K Sell
5,418
-393
-7% -$24.7K 0.04% 397
2024
Q4
$331K Buy
5,811
+1,127
+24% +$64.2K 0.04% 397
2024
Q3
$275K Buy
+4,684
New +$275K 0.03% 416