Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Buy
1,172
+243
+26% +$86.8K 0.05% 383
2025
Q1
$253K Sell
929
-49
-5% -$13.3K 0.03% 470
2024
Q4
$325K Buy
978
+32
+3% +$10.6K 0.04% 404
2024
Q3
$314K Buy
+946
New +$314K 0.04% 395