Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
1,825
+612
+50% +$177K 0.06% 118
2025
Q1
$366K Sell
1,213
-25
-2% -$7.55K 0.05% 144
2024
Q4
$342K Buy
1,238
+192
+18% +$53.1K 0.04% 135
2024
Q3
$302K Buy
1,046
+250
+31% +$72.1K 0.04% 114
2024
Q2
$203K Buy
+796
New +$203K 0.03% 155