Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$416K Buy
2,570
+54
+2% +$8.73K 0.02% 493
2025
Q1
$269K Sell
2,516
-1,466
-37% -$157K 0.01% 540
2024
Q4
$491K Buy
3,982
+7
+0.2% +$864 0.02% 412
2024
Q3
$568K Buy
+3,975
New +$568K 0.03% 388