Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$700K Buy
2,138
+1,389
+185% +$455K 0.13% 96
2025
Q1
$235K Buy
749
+98
+15% +$30.7K 0.04% 247
2024
Q4
$227K Sell
651
-15
-2% -$5.23K 0.05% 230
2024
Q3
$216K Buy
+666
New +$216K 0.05% 214