Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
2,530
+77
+3% +$14.6K 0.15% 116
2025
Q1
$514K Sell
2,453
-153
-6% -$32.1K 0.18% 105
2024
Q4
$457K Buy
2,606
+254
+11% +$44.6K 0.16% 112
2024
Q3
$464K Buy
2,352
+142
+6% +$28K 0.17% 105
2024
Q2
$379K Buy
2,210
+433
+24% +$74.3K 0.15% 110
2024
Q1
$324K Buy
+1,777
New +$324K 0.13% 111