Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$561K Buy
3,854
+618
+19% +$89.9K 0.04% 340
2025
Q1
$499K Buy
3,236
+754
+30% +$116K 0.04% 313
2024
Q4
$348K Buy
2,482
+669
+37% +$93.8K 0.03% 366
2024
Q3
$243K Sell
1,813
-13
-0.7% -$1.75K 0.02% 401
2024
Q2
$217K Buy
1,826
+85
+5% +$10.1K 0.02% 414
2024
Q1
$214K Buy
+1,741
New +$214K 0.02% 419