Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
8,275
+2,582
+45% +$63.2K 0.03% 610
2025
Q1
$158K Buy
5,693
+1,445
+34% +$40K 0.03% 400
2024
Q4
$139K Sell
4,248
-208
-5% -$6.79K 0.04% 303
2024
Q3
$160K Sell
4,456
-2,648
-37% -$95K 0.05% 276
2024
Q2
$216K Hold
7,104
0.09% 219
2024
Q1
$216K Buy
+7,104
New +$216K 0.09% 219