Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
780
+24
+3% +$6.95K 0.01% 343
2025
Q1
$228K Sell
756
-985
-57% -$297K 0.01% 306
2024
Q4
$481K Buy
1,741
+529
+44% +$146K 0.03% 210
2024
Q3
$350K Buy
+1,212
New +$350K 0.02% 235