Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
2,940
+3
+0.1% +$436 0.05% 241
2025
Q1
$372K Buy
2,937
+233
+9% +$29.5K 0.05% 190
2024
Q4
$281K Sell
2,704
-1,663
-38% -$173K 0.04% 328
2024
Q3
$373K Buy
+4,367
New +$373K 0.05% 267