Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$283K Buy
11,567
+3,108
+37% +$76K 0.01% 304
2025
Q1
$234K Sell
8,459
-3,130
-27% -$86.7K 0.01% 306
2024
Q4
$378K Sell
11,589
-323
-3% -$10.5K 0.01% 244
2024
Q3
$427K Buy
11,912
+5,533
+87% +$198K 0.01% 245
2024
Q2
$223K Buy
+6,379
New +$223K 0.01% 314