Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
3,164
+2,058
+186% +$146K 0.14% 146
2025
Q1
$70.2K Sell
1,106
-2,092
-65% -$133K 0.05% 362
2024
Q4
$242K Buy
3,198
+325
+11% +$24.6K 0.14% 128
2024
Q3
$255K Sell
2,873
-975
-25% -$86.6K 0.16% 124
2024
Q2
$291K Buy
+3,848
New +$291K 0.17% 106