Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
1,846
+135
+8% +$30.6K 0.07% 133
2025
Q1
$284K Sell
1,711
-39
-2% -$6.47K 0.05% 165
2024
Q4
$346K Buy
1,750
+114
+7% +$22.5K 0.06% 141
2024
Q3
$284K Buy
+1,636
New +$284K 0.05% 164