Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
1,840
+150
+9% +$23.7K 0.02% 443
2025
Q1
$228K Sell
1,690
-42
-2% -$5.67K 0.01% 469
2024
Q4
$250K Buy
1,732
+31
+2% +$4.47K 0.02% 443
2024
Q3
$277K Sell
1,701
-42
-2% -$6.85K 0.02% 418
2024
Q2
$254K Buy
+1,743
New +$254K 0.02% 414