Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
2,433
+97
+4% +$22K 0.29% 56
2025
Q1
$388K Sell
2,336
-1,413
-38% -$235K 0.22% 79
2024
Q4
$740K Buy
3,749
+1,276
+52% +$252K 0.41% 50
2024
Q3
$429K Buy
2,473
+137
+6% +$23.8K 0.22% 67
2024
Q2
$406K Buy
2,336
+714
+44% +$124K 0.2% 66
2024
Q1
$221K Buy
+1,622
New +$221K 0.1% 114