Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
18,236
+1,161
+7% +$12.2K 0.04% 405
2025
Q1
$212K Buy
17,075
+776
+5% +$9.64K 0.07% 328
2024
Q4
$210K Sell
16,299
-116
-0.7% -$1.49K 0.06% 349
2024
Q3
$329K Buy
+16,415
New +$329K 0.1% 243