Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Buy
1,654
+43
+3% +$9.81K 0.04% 220
2025
Q1
$393K Buy
1,611
+602
+60% +$147K 0.04% 296
2024
Q4
$245K Hold
1,009
0.02% 499
2024
Q3
$260K Sell
1,009
-46
-4% -$11.9K 0.03% 457
2024
Q2
$232K Sell
1,055
-1,033
-49% -$227K 0.02% 511
2024
Q1
$529K Buy
+2,088
New +$529K 0.05% 185