Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$765K Sell
1,387
-155
-10% -$85.4K 0.01% 1126
2025
Q1
$908K Buy
1,542
+376
+32% +$222K 0.01% 872
2024
Q4
$726K Buy
1,166
+413
+55% +$257K 0.01% 900
2024
Q3
$408K Buy
753
+273
+57% +$148K 0.01% 954
2024
Q2
$206K Buy
+480
New +$206K 0.01% 840