Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
58,540
+26,350
+82% +$185K 0.01% 769
2025
Q1
$250K Sell
32,190
-681
-2% -$5.29K 0.01% 1007
2024
Q4
$271K Buy
+32,871
New +$271K 0.01% 902