Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Buy
5,572
+763
+16% +$71.2K 0.2% 63
2025
Q1
$350K Hold
4,809
0.15% 73
2024
Q4
$290K Buy
4,809
+1,608
+50% +$97K 0.12% 76
2024
Q3
$241K Buy
3,201
+318
+11% +$23.9K 0.1% 80
2024
Q2
$210K Buy
+2,883
New +$210K 0.1% 85