Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
7,725
+1,068
+16% +$41.4K 0.01% 680
2025
Q1
$258K Sell
6,657
-471
-7% -$18.2K 0.01% 645
2024
Q4
$244K Buy
7,128
+2,218
+45% +$75.8K 0.01% 581
2024
Q3
$202K Buy
+4,910
New +$202K 0.01% 526