Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$793K Buy
2,691
+75
+3% +$22.1K 0.19% 79
2025
Q1
$651K Sell
2,616
-402
-13% -$100K 0.18% 80
2024
Q4
$663K Buy
3,018
+187
+7% +$41.1K 0.19% 80
2024
Q3
$626K Buy
2,831
+1,037
+58% +$229K 0.23% 80
2024
Q2
$310K Buy
+1,794
New +$310K 0.16% 134