Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Buy
3,472
+388
+13% +$36.9K 0.04% 427
2025
Q1
$300K Sell
3,084
-167
-5% -$16.3K 0.03% 429
2024
Q4
$338K Buy
3,251
+118
+4% +$12.3K 0.04% 395
2024
Q3
$309K Buy
3,133
+656
+26% +$64.7K 0.04% 398
2024
Q2
$255K Buy
2,477
+2
+0.1% +$206 0.05% 343
2024
Q1
$307K Buy
+2,475
New +$307K 0.06% 326