Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Buy
3,932
+658
+20% +$106K 0.02% 549
2025
Q1
$350K Buy
3,274
+612
+23% +$65.4K 0.01% 745
2024
Q4
$328K Sell
2,662
-370
-12% -$45.6K 0.01% 779
2024
Q3
$434K Sell
3,032
-428
-12% -$61.3K 0.02% 653
2024
Q2
$566K Buy
3,460
+152
+5% +$24.9K 0.02% 587
2024
Q1
$413K Buy
+3,308
New +$413K 0.02% 719