Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Buy
1,988
+226
+13% +$49.4K 0.03% 217
2025
Q1
$246K Buy
1,762
+188
+12% +$26.3K 0.02% 247
2024
Q4
$262K Buy
1,574
+1
+0.1% +$167 0.02% 255
2024
Q3
$268K Sell
1,573
-55
-3% -$9.38K 0.02% 246
2024
Q2
$230K Buy
+1,628
New +$230K 0.02% 255