Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
36,323
+389
+1% +$4.51K 0.01% 314
2025
Q1
$341K Buy
35,934
+11,203
+45% +$106K 0.01% 288
2024
Q4
$245K Sell
24,731
-2,328
-9% -$23K 0.01% 308
2024
Q3
$284K Buy
+27,059
New +$284K 0.01% 278