Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
5,216
+585
+13% +$54.6K 0.06% 159
2025
Q1
$337K Buy
4,631
+1,053
+29% +$76.7K 0.05% 193
2024
Q4
$216K Sell
3,578
-815
-19% -$49.2K 0.03% 244
2024
Q3
$330K Buy
4,393
+632
+17% +$47.5K 0.05% 187
2024
Q2
$273K Sell
3,761
-65
-2% -$4.72K 0.05% 197
2024
Q1
$295K Buy
+3,826
New +$295K 0.05% 185