Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$370K Buy
3,657
+1,075
+42% +$109K 0.01% 396
2025
Q1
$252K Sell
2,582
-28
-1% -$2.73K 0.01% 386
2024
Q4
$266K Buy
2,610
+36
+1% +$3.67K 0.01% 364
2024
Q3
$288K Buy
+2,574
New +$288K 0.01% 344
2024
Q2
Sell
-2,617
Closed -$232K 380
2024
Q1
$232K Buy
+2,617
New +$232K 0.01% 356