Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$105K Buy
20,054
+4,207
+27% +$22K 0.05% 247
2025
Q1
$107K Sell
15,847
-78
-0.5% -$525 0.06% 172
2024
Q4
$100K Buy
15,925
+1,138
+8% +$7.17K 0.06% 145
2024
Q3
$87.5K Buy
+14,787
New +$87.5K 0.06% 143