Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$900K Buy
3,932
+315
+9% +$72.1K 0.02% 429
2025
Q1
$882K Sell
3,617
-21
-0.6% -$5.12K 0.02% 396
2024
Q4
$1.03M Buy
3,638
+28
+0.8% +$7.92K 0.04% 312
2024
Q3
$993K Buy
3,610
+501
+16% +$138K 0.04% 262
2024
Q2
$936K Buy
+3,109
New +$936K 0.04% 239