Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$793K Sell
592
-317
-35% -$425K 0.79% 32
2025
Q1
$848K Buy
909
+439
+93% +$410K 0.55% 44
2024
Q4
$419K Buy
470
+1
+0.2% +$891 0.27% 88
2024
Q3
$333K Buy
469
+33
+8% +$23.4K 0.22% 105
2024
Q2
$294K Sell
436
-3
-0.7% -$2.02K 0.21% 116
2024
Q1
$267K Buy
+439
New +$267K 0.2% 121