Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Buy
2,273
+311
+16% +$90.1K 0.04% 426
2025
Q1
$593K Sell
1,962
-349
-15% -$105K 0.04% 428
2024
Q4
$639K Sell
2,311
-58
-2% -$16K 0.04% 404
2024
Q3
$683K Buy
2,369
+90
+4% +$26K 0.04% 387
2024
Q2
$581K Buy
2,279
+654
+40% +$167K 0.04% 403
2024
Q1
$421K Buy
+1,625
New +$421K 0.03% 598