Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
1,720
+232
+16% +$52.5K 0.12% 62
2025
Q1
$247K Sell
1,488
-60
-4% -$9.96K 0.08% 73
2024
Q4
$306K Buy
1,548
+22
+1% +$4.34K 0.11% 89
2024
Q3
$291K Buy
+1,526
New +$291K 0.1% 86