Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$833K Buy
4,829
+1,718
+55% +$296K 0.06% 195
2025
Q1
$687K Buy
3,111
+360
+13% +$79.5K 0.05% 204
2024
Q4
$565K Buy
2,751
+1,450
+111% +$298K 0.04% 221
2024
Q3
$234K Sell
1,301
-225
-15% -$40.4K 0.02% 318
2024
Q2
$227K Buy
+1,526
New +$227K 0.02% 312