Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
5,602
+546
+11% +$26.4K 0.06% 135
2025
Q1
$280K Buy
5,056
+879
+21% +$48.7K 0.07% 134
2024
Q4
$201K Sell
4,177
-258
-6% -$12.4K 0.05% 157
2024
Q3
$256K Buy
+4,435
New +$256K 0.06% 139