Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
410
+21
+5% +$9.84K 0.02% 295
2025
Q1
$181K Buy
389
+6
+2% +$2.8K 0.02% 282
2024
Q4
$161K Sell
383
-612
-62% -$257K 0.02% 319
2024
Q3
$451K Buy
995
+559
+128% +$254K 0.04% 161
2024
Q2
$192K Buy
436
+82
+23% +$36K 0.02% 261
2024
Q1
$164K Buy
+354
New +$164K 0.04% 145