Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
3,354
+305
+10% +$26.9K 0.03% 229
2025
Q1
$289K Sell
3,049
-572
-16% -$54.3K 0.03% 216
2024
Q4
$307K Buy
3,621
+90
+3% +$7.64K 0.03% 199
2024
Q3
$301K Buy
3,531
+939
+36% +$80K 0.03% 214
2024
Q2
$231K Buy
+2,592
New +$231K 0.03% 223