Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Buy
3,847
+667
+21% +$108K 0.01% 791
2025
Q1
$340K Sell
3,180
-829
-21% -$88.5K 0.01% 1032
2024
Q4
$495K Buy
4,009
+8
+0.2% +$988 0.01% 834
2024
Q3
$572K Buy
+4,001
New +$572K 0.01% 812