Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
7,295
+150
+2% +$11.5K 0.04% 227
2025
Q1
$499K Buy
7,145
+70
+1% +$4.89K 0.04% 236
2024
Q4
$433K Buy
7,075
+2,775
+65% +$170K 0.03% 253
2024
Q3
$255K Sell
4,300
-637
-13% -$37.7K 0.02% 303
2024
Q2
$281K Buy
+4,937
New +$281K 0.02% 293