Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$345K Buy
5,927
+70
+1% +$4.08K 0.05% 132
2025
Q1
$283K Sell
5,857
-343
-6% -$16.6K 0.06% 107
2024
Q4
$231K Buy
6,200
+2,400
+63% +$89.4K 0.04% 142
2024
Q3
$203K Buy
+3,800
New +$203K 0.04% 110