Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$931K Buy
1,162
+282
+32% +$226K 0.49% 50
2025
Q1
$583K Buy
880
+248
+39% +$164K 0.31% 62
2024
Q4
$438K Sell
632
-113
-15% -$78.4K 0.22% 82
2024
Q3
$620K Buy
745
+332
+80% +$276K 0.35% 61
2024
Q2
$422K Buy
+413
New +$422K 0.26% 67