Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Buy
4,264
+980
+30% +$103K 0.01% 625
2025
Q1
$328K Buy
3,284
+139
+4% +$13.9K 0.02% 402
2024
Q4
$344K Sell
3,145
-1,010
-24% -$110K 0.02% 451
2024
Q3
$478K Buy
4,155
+30
+0.7% +$3.45K 0.08% 107
2024
Q2
$412K Buy
+4,125
New +$412K 0.08% 100