Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
1,380
+306
+28% +$88.7K 0.03% 413
2025
Q1
$324K Buy
1,074
+104
+11% +$31.4K 0.03% 375
2024
Q4
$268K Sell
970
-1,530
-61% -$423K 0.03% 363
2024
Q3
$721K Buy
+2,500
New +$721K 0.15% 142