Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$542K Buy
3,560
+278
+8% +$42.3K 0.06% 216
2025
Q1
$482K Buy
3,282
+529
+19% +$77.7K 0.07% 213
2024
Q4
$355K Sell
2,753
-25
-0.9% -$3.23K 0.07% 240
2024
Q3
$380K Buy
+2,778
New +$380K 0.08% 228