Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Buy
9,249
+2,882
+45% +$130K 0.31% 95
2025
Q1
$299K Buy
6,367
+876
+16% +$41.2K 0.38% 72
2024
Q4
$309K Sell
5,491
-365
-6% -$20.6K 0.24% 109
2024
Q3
$302K Buy
5,856
+171
+3% +$8.81K 0.24% 107
2024
Q2
$283K Buy
+5,685
New +$283K 0.24% 104