Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$337K Buy
943
+102
+12% +$36.4K 0.19% 113
2025
Q1
$229K Buy
841
+50
+6% +$13.6K 0.14% 128
2024
Q4
$263K Sell
791
-10
-1% -$3.32K 0.15% 120
2024
Q3
$265K Buy
+801
New +$265K 0.16% 114