Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$703K Sell
1,980
-132
-6% -$46.9K 0.4% 58
2025
Q1
$740K Buy
2,112
+603
+40% +$211K 0.49% 47
2024
Q4
$477K Sell
1,509
-80
-5% -$25.3K 0.3% 63
2024
Q3
$437K Buy
+1,589
New +$437K 0.31% 59
2024
Q1
$397K Buy
+1,424
New +$397K 0.48% 47