Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
4,691
+596
+15% +$29.9K 0.13% 115
2025
Q1
$275K Buy
4,095
+343
+9% +$23K 0.15% 108
2024
Q4
$296K Sell
3,752
-135
-3% -$10.7K 0.15% 107
2024
Q3
$334K Buy
+3,887
New +$334K 0.17% 101