Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
5,957
+1,840
+45% +$126K 0.06% 271
2025
Q1
$272K Hold
4,117
0.05% 296
2024
Q4
$308K Sell
4,117
-1,475
-26% -$111K 0.05% 265
2024
Q3
$345K Buy
5,592
+880
+19% +$54.3K 0.06% 263
2024
Q2
$312K Buy
+4,712
New +$312K 0.06% 231