Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$301K Buy
2,387
+680
+40% +$85.8K 0.01% 129
2025
Q1
$226K Buy
1,707
+8
+0.5% +$1.06K 0.01% 126
2024
Q4
$219K Sell
1,699
-142
-8% -$18.3K 0.01% 135
2024
Q3
$218K Buy
+1,841
New +$218K 0.01% 137