Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
3,655
+171
+5% +$17.3K 0.01% 558
2025
Q1
$340K Buy
3,484
+1,375
+65% +$134K 0.01% 536
2024
Q4
$215K Buy
2,109
+47
+2% +$4.79K 0.01% 676
2024
Q3
$231K Sell
2,062
-216
-9% -$24.2K 0.01% 674
2024
Q2
$217K Buy
+2,278
New +$217K 0.01% 653