Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Buy
5,974
+883
+17% +$86.3K 0.14% 109
2025
Q1
$447K Buy
5,091
+273
+6% +$24K 0.13% 117
2024
Q4
$435K Buy
4,818
+513
+12% +$46.4K 0.13% 118
2024
Q3
$348K Buy
4,305
+758
+21% +$61.2K 0.1% 142
2024
Q2
$240K Sell
3,547
-1,691
-32% -$115K 0.08% 162
2024
Q1
$315K Buy
+5,238
New +$315K 0.11% 128