Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$699K Buy
2,299
+418
+22% +$127K 0.03% 72
2025
Q1
$505K Buy
1,881
+145
+8% +$38.9K 0.03% 78
2024
Q4
$427K Buy
1,736
+300
+21% +$73.9K 0.02% 86
2024
Q3
$329K Sell
1,436
-564
-28% -$129K 0.02% 101
2024
Q2
$403K Buy
2,000
+424
+27% +$85.5K 0.02% 74
2024
Q1
$307K Buy
+1,576
New +$307K 0.02% 87