Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$601K Buy
750
+71
+10% +$56.9K 0.02% 393
2025
Q1
$450K Buy
679
+35
+5% +$23.2K 0.02% 443
2024
Q4
$446K Buy
644
+391
+155% +$271K 0.02% 439
2024
Q3
$211K Sell
253
-29
-10% -$24.2K 0.01% 639
2024
Q2
$263K Buy
+282
New +$263K 0.01% 562