Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$510K Buy
3,156
+391
+14% +$63.2K 0.06% 158
2025
Q1
$295K Buy
2,765
+572
+26% +$61.1K 0.04% 355
2024
Q4
$271K Sell
2,193
-359
-14% -$44.3K 0.04% 355
2024
Q3
$365K Sell
2,552
-342
-12% -$48.9K 0.05% 305
2024
Q2
$474K Buy
+2,894
New +$474K 0.08% 148