Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Buy
1,705
+556
+48% +$122K 0.22% 32
2025
Q1
$219K Buy
1,149
+42
+4% +$7.99K 0.2% 35
2024
Q4
$243K Sell
1,107
-22
-2% -$4.83K 0.21% 34
2024
Q3
$210K Buy
+1,129
New +$210K 0.18% 39