Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
1,236
+105
+9% +$23.4K 0.05% 237
2025
Q1
$232K Sell
1,131
-36
-3% -$7.4K 0.04% 254
2024
Q4
$213K Buy
1,167
+67
+6% +$12.2K 0.05% 240
2024
Q3
$226K Buy
+1,100
New +$226K 0.05% 211