Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
9,186
+139
+2% +$5.06K 0.02% 466
2025
Q1
$299K Buy
9,047
+605
+7% +$20K 0.02% 459
2024
Q4
$238K Sell
8,442
-139
-2% -$3.92K 0.01% 497
2024
Q3
$215K Buy
+8,581
New +$215K 0.01% 514