Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$530K Buy
990
+175
+21% +$93.6K 0.36% 52
2025
Q1
$301K Buy
815
+40
+5% +$14.8K 0.24% 71
2024
Q4
$352K Sell
775
-625
-45% -$284K 0.23% 68
2024
Q3
$603K Buy
1,400
+540
+63% +$232K 0.45% 40
2024
Q2
$314K Buy
860
+110
+15% +$40.2K 0.27% 68
2024
Q1
$263K Buy
+750
New +$263K 0.18% 71