Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
93,774
+25,749
+38% +$113K 0.01% 240
2025
Q1
$267K Sell
68,025
-28,830
-30% -$113K 0.01% 282
2024
Q4
$514K Buy
96,855
+1,339
+1% +$7.11K 0.02% 189
2024
Q3
$678K Buy
+95,516
New +$678K 0.01% 140