Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
2,010
-484
-19% -$75.5K 0.06% 212
2025
Q1
$411K Buy
2,494
+1,096
+78% +$180K 0.07% 146
2024
Q4
$228K Buy
1,398
+370
+36% +$60.3K 0.05% 229
2024
Q3
$201K Buy
+1,028
New +$201K 0.05% 228