Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$746K Buy
1,590
+40
+3% +$18.8K 0.04% 164
2025
Q1
$722K Sell
1,550
-66
-4% -$30.7K 0.05% 175
2024
Q4
$677K Hold
1,616
0.04% 179
2024
Q3
$771K Buy
+1,616
New +$771K 0.05% 168