Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
2,346
+130
+6% +$15.9K 0.03% 385
2025
Q1
$202K Buy
2,216
+390
+21% +$35.5K 0.02% 446
2024
Q4
$210K Sell
1,826
-12
-0.7% -$1.38K 0.02% 444
2024
Q3
$218K Buy
+1,838
New +$218K 0.03% 405