Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$716K Buy
3,431
+443
+15% +$92.5K 0.01% 717
2025
Q1
$649K Sell
2,988
-341
-10% -$74K 0.01% 716
2024
Q4
$689K Buy
3,329
+536
+19% +$111K 0.01% 733
2024
Q3
$482K Buy
2,793
+223
+9% +$38.5K 0.01% 925
2024
Q2
$415K Buy
+2,570
New +$415K 0.01% 907