Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$535K Sell
597
-51
-8% -$45.7K 0.06% 116
2025
Q1
$440K Buy
648
+117
+22% +$79.5K 0.05% 122
2024
Q4
$334K Sell
531
-164
-24% -$103K 0.04% 140
2024
Q3
$538K Buy
695
+279
+67% +$216K 0.07% 69
2024
Q2
$343K Buy
+416
New +$343K 0.05% 86