Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$514K Buy
1,329
+108
+9% +$41.8K 0.31% 57
2025
Q1
$468K Sell
1,221
-175
-13% -$67.1K 0.3% 68
2024
Q4
$621K Buy
1,396
+195
+16% +$86.7K 0.36% 39
2024
Q3
$622K Hold
1,201
0.4% 37
2024
Q2
$667K Buy
+1,201
New +$667K 0.4% 38