Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$376K Buy
3,064
+117
+4% +$14.3K 0.02% 584
2025
Q1
$269K Sell
2,947
-3,760
-56% -$343K 0.01% 681
2024
Q4
$773K Buy
6,707
+4,495
+203% +$518K 0.04% 353
2024
Q3
$262K Buy
2,212
+540
+32% +$64K 0.12% 245
2024
Q2
$231K Buy
+1,672
New +$231K 0.11% 271