Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
5,489
+597
+12% +$24.4K 0.01% 612
2025
Q1
$221K Sell
4,892
-267
-5% -$12.1K 0.01% 538
2024
Q4
$224K Buy
5,159
+174
+3% +$7.55K 0.01% 546
2024
Q3
$226K Buy
+4,985
New +$226K 0.01% 577