Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
2,752
+376
+16% +$28K 0.1% 77
2025
Q1
$155K Buy
2,376
+442
+23% +$28.8K 0.09% 70
2024
Q4
$165K Sell
1,934
-18
-0.9% -$1.54K 0.08% 74
2024
Q3
$152K Buy
1,952
+91
+5% +$7.09K 0.07% 84
2024
Q2
$108K Buy
1,861
+807
+77% +$46.8K 0.05% 93
2024
Q1
$71K Buy
+1,054
New +$71K 0.03% 122