Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
1,172
+707
+152% +$93.6K 0.01% 339
2025
Q1
$55.5K Sell
465
-401
-46% -$47.9K 0.01% 525
2024
Q4
$114K Buy
866
+380
+78% +$49.9K 0.01% 392
2024
Q3
$65.4K Sell
486
-249
-34% -$33.5K 0.01% 479
2024
Q2
$112K Buy
+735
New +$112K 0.01% 361