Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
2,940
+22
+0.8% +$3.59K 0.01% 796
2025
Q1
$425K Buy
2,918
+671
+30% +$97.8K 0.01% 780
2024
Q4
$348K Buy
2,247
+312
+16% +$48.4K 0.01% 839
2024
Q3
$327K Buy
1,935
+356
+23% +$60.1K 0.01% 857
2024
Q2
$242K Sell
1,579
-136
-8% -$20.8K 0.01% 972
2024
Q1
$225K Buy
+1,715
New +$225K 0.01% 994