Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Buy
2,503
+278
+12% +$84.6K 0.18% 83
2025
Q1
$597K Sell
2,225
-106
-5% -$28.5K 0.17% 88
2024
Q4
$574K Buy
2,331
+189
+9% +$46.5K 0.16% 95
2024
Q3
$491K Buy
2,142
+552
+35% +$126K 0.18% 99
2024
Q2
$321K Buy
1,590
+127
+9% +$25.6K 0.16% 127
2024
Q1
$285K Buy
+1,463
New +$285K 0.26% 109