Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$780K Buy
2,184
+1,151
+111% +$411K 0.15% 89
2025
Q1
$281K Sell
1,033
-66
-6% -$17.9K 0.05% 210
2024
Q4
$365K Buy
1,099
+2
+0.2% +$664 0.08% 152
2024
Q3
$364K Buy
1,097
+217
+25% +$71.9K 0.08% 144
2024
Q2
$276K Buy
880
+89
+11% +$27.9K 0.07% 151
2024
Q1
$247K Buy
+791
New +$247K 0.07% 162