Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Sell
476
-23
-5% -$20.6K 0.04% 233
2025
Q1
$339K Buy
499
+85
+21% +$57.8K 0.03% 257
2024
Q4
$261K Buy
414
+89
+27% +$56.1K 0.02% 292
2024
Q3
$254K Buy
325
+38
+13% +$29.7K 0.02% 297
2024
Q2
$237K Buy
+287
New +$237K 0.02% 291