Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
2,072
+505
+32% +$74.2K 0.04% 496
2025
Q1
$246K Sell
1,567
-146
-9% -$22.9K 0.03% 504
2024
Q4
$300K Hold
1,713
0.04% 499
2024
Q3
$359K Buy
+1,713
New +$359K 0.04% 483