Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
2,641
+324
+14% +$87.3K 0.08% 255
2025
Q1
$587K Buy
2,317
+816
+54% +$207K 0.07% 277
2024
Q4
$352K Sell
1,501
-4
-0.3% -$937 0.04% 384
2024
Q3
$384K Buy
1,505
+543
+56% +$139K 0.05% 357
2024
Q2
$229K Buy
962
+37
+4% +$8.81K 0.05% 366
2024
Q1
$214K Buy
+925
New +$214K 0.04% 378