Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$777K Sell
50,695
-3,320
-6% -$50.9K 0.01% 966
2025
Q1
$1.05M Buy
54,015
+493
+0.9% +$9.62K 0.02% 785
2024
Q4
$1.65M Buy
53,522
+16,099
+43% +$497K 0.02% 598
2024
Q3
$956K Buy
37,423
+11,482
+44% +$293K 0.01% 795
2024
Q2
$759K Buy
+25,941
New +$759K 0.01% 858