Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Buy
5,139
+228
+5% +$15.6K 0.03% 792
2025
Q1
$317K Buy
4,911
+627
+15% +$40.5K 0.03% 740
2024
Q4
$453K Sell
4,284
-8,524
-67% -$901K 0.06% 530
2024
Q3
$1.29M Buy
+12,808
New +$1.29M 0.11% 275