Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$437K Buy
5,672
+291
+5% +$22.4K 0.01% 963
2025
Q1
$352K Sell
5,381
-241
-4% -$15.8K 0.01% 1018
2024
Q4
$380K Sell
5,622
-945
-14% -$63.9K 0.01% 1053
2024
Q3
$404K Buy
6,567
+2,705
+70% +$166K 0.01% 1020
2024
Q2
$204K Buy
+3,862
New +$204K ﹤0.01% 1337