Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Sell
689
-12
-2% -$10.7K 0.14% 94
2025
Q1
$477K Buy
701
+190
+37% +$129K 0.13% 109
2024
Q4
$322K Sell
511
-24
-4% -$15.1K 0.09% 170
2024
Q3
$414K Buy
535
+59
+12% +$45.7K 0.15% 119
2024
Q2
$392K Buy
476
+32
+7% +$26.4K 0.2% 107
2024
Q1
$310K Sell
444
-124
-22% -$86.6K 0.29% 97
2023
Q4
$330K Buy
+568
New +$330K 0.37% 85