Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40K Buy
139
+15
+12% +$4.32K 0.01% 393
2025
Q1
$33K Buy
124
+21
+20% +$5.59K 0.01% 419
2024
Q4
$25K Buy
103
+15
+17% +$3.64K 0.01% 489
2024
Q3
$20K Buy
+88
New +$20K 0.01% 505