Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
3,573
+213
+6% +$19.9K 0.03% 175
2025
Q1
$245K Sell
3,360
-2,928
-47% -$213K 0.02% 205
2024
Q4
$379K Buy
6,288
+385
+7% +$23.2K 0.04% 148
2024
Q3
$444K Buy
5,903
+157
+3% +$11.8K 0.05% 141
2024
Q2
$418K Buy
+5,746
New +$418K 0.05% 137