Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Buy
1,780
+123
+7% +$18.7K 0.08% 144
2025
Q1
$243K Buy
1,657
+56
+3% +$8.22K 0.08% 144
2024
Q4
$207K Sell
1,601
-100
-6% -$12.9K 0.07% 160
2024
Q3
$233K Buy
+1,701
New +$233K 0.08% 151