Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
2,335
+60
+3% +$9.7K 0.01% 681
2025
Q1
$243K Buy
2,275
+36
+2% +$3.84K 0.01% 783
2024
Q4
$276K Buy
2,239
+276
+14% +$34K 0.01% 713
2024
Q3
$281K Buy
1,963
+102
+5% +$14.6K 0.01% 703
2024
Q2
$304K Sell
1,861
-129
-6% -$21.1K 0.01% 641
2024
Q1
$249K Buy
+1,990
New +$249K 0.01% 650