Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
1,899
+96
+5% +$21.7K 0.29% 38
2025
Q1
$299K Buy
1,803
+15
+0.8% +$2.49K 0.22% 43
2024
Q4
$353K Hold
1,788
0.26% 41
2024
Q3
$311K Sell
1,788
-23
-1% -$3.99K 0.23% 41
2024
Q2
$315K Buy
+1,811
New +$315K 0.25% 40