Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
6,409
+1,035
+19% +$50K 0.12% 162
2025
Q1
$298K Buy
5,374
+636
+13% +$35.3K 0.16% 122
2024
Q4
$229K Buy
4,738
+85
+2% +$4.1K 0.11% 162
2024
Q3
$268K Sell
4,653
-11
-0.2% -$634 0.22% 116
2024
Q2
$226K Buy
+4,664
New +$226K 0.15% 133