Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$413K Buy
5,567
+177
+3% +$13.1K 0.02% 338
2025
Q1
$433K Sell
5,390
-619
-10% -$49.7K 0.02% 332
2024
Q4
$469K Hold
6,009
0.03% 329
2024
Q3
$460K Buy
+6,009
New +$460K 0.03% 327