Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
7,137
+7
+0.1% +$426 0.01% 788
2025
Q1
$409K Buy
7,130
+2,348
+49% +$135K 0.01% 754
2024
Q4
$237K Sell
4,782
-30
-0.6% -$1.48K 0.01% 963
2024
Q3
$217K Buy
+4,812
New +$217K 0.01% 880