Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
4,955
+415
+9% +$32.4K 0.04% 162
2025
Q1
$335K Sell
4,540
-37
-0.8% -$2.73K 0.04% 155
2024
Q4
$374K Buy
4,577
+1,216
+36% +$99.2K 0.05% 127
2024
Q3
$234K Buy
+3,361
New +$234K 0.03% 149