Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Buy
4,126
+299
+8% +$27.4K 0.05% 107
2025
Q1
$337K Buy
3,827
+166
+5% +$14.6K 0.05% 110
2024
Q4
$339K Sell
3,661
-219
-6% -$20.3K 0.05% 116
2024
Q3
$360K Buy
+3,880
New +$360K 0.05% 112