Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
3,105
+208
+7% +$18.6K 0.05% 310
2025
Q1
$220K Buy
2,897
+170
+6% +$12.9K 0.03% 459
2024
Q4
$211K Sell
2,727
-60
-2% -$4.64K 0.03% 456
2024
Q3
$203K Buy
+2,787
New +$203K 0.03% 482