Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$252K Buy
35,439
+7,694
+28% +$54.6K 0.08% 413
2025
Q1
$243K Buy
27,745
+15,633
+129% +$137K 0.1% 350
2024
Q4
$153K Buy
+12,112
New +$153K 0.07% 356
2024
Q2
Sell
-12,374
Closed -$193K 445
2024
Q1
$193K Buy
+12,374
New +$193K 0.05% 523