Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$716K Buy
3,276
+54
+2% +$11.8K 0.06% 76
2025
Q1
$450K Sell
3,222
-186
-5% -$26K 0.05% 91
2024
Q4
$568K Buy
3,408
+335
+11% +$55.8K 0.06% 82
2024
Q3
$524K Buy
3,073
+49
+2% +$8.35K 0.06% 87
2024
Q2
$427K Buy
+3,024
New +$427K 0.05% 87