Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552K Buy
3,497
+1,628
+87% +$257K 0.04% 343
2025
Q1
$252K Buy
1,869
+382
+26% +$51.5K 0.02% 476
2024
Q4
$214K Buy
1,487
+108
+8% +$15.6K 0.02% 498
2024
Q3
$225K Sell
1,379
-2
-0.1% -$326 0.02% 419
2024
Q2
$201K Buy
+1,381
New +$201K 0.02% 425