Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$339K Buy
18,662
+1,322
+8% +$24K 0.04% 360
2025
Q1
$348K Sell
17,340
-2,584
-13% -$51.9K 0.04% 320
2024
Q4
$420K Buy
19,924
+6,064
+44% +$128K 0.05% 267
2024
Q3
$337K Buy
13,860
+4,432
+47% +$108K 0.04% 285
2024
Q2
$206K Buy
+9,428
New +$206K 0.03% 326