Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$394K Buy
1,239
+69
+6% +$21.9K 0.21% 47
2025
Q1
$303K Sell
1,170
-178
-13% -$46.1K 0.15% 57
2024
Q4
$544K Buy
+1,348
New +$544K 0.25% 40
2024
Q3
Sell
-1,227
Closed -$243K 73
2024
Q2
$243K Buy
+1,227
New +$243K 0.14% 49