Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$352K Buy
8,131
+1,786
+28% +$77.3K 0.07% 238
2025
Q1
$281K Sell
6,345
-5,465
-46% -$242K 0.06% 242
2024
Q4
$480K Buy
11,810
+4,898
+71% +$199K 0.1% 173
2024
Q3
$289K Sell
6,912
-667
-9% -$27.9K 0.07% 198
2024
Q2
$309K Buy
+7,579
New +$309K 0.09% 157