Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
7,408
+900
+14% +$47.1K 0.01% 1036
2025
Q1
$394K Sell
6,508
-158
-2% -$9.57K 0.01% 954
2024
Q4
$461K Sell
6,666
-492
-7% -$34K 0.01% 947
2024
Q3
$490K Buy
7,158
+1,209
+20% +$82.8K 0.01% 916
2024
Q2
$399K Buy
+5,949
New +$399K 0.01% 930