Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
3,731
+285
+8% +$26.6K 0.18% 87
2025
Q1
$251K Buy
+3,446
New +$251K 0.14% 114
2024
Q4
Sell
-2,861
Closed -$215K 152
2024
Q3
$215K Buy
2,861
+47
+2% +$3.53K 0.11% 123
2024
Q2
$205K Buy
2,814
+126
+5% +$9.16K 0.1% 123
2024
Q1
$207K Buy
+2,688
New +$207K 0.1% 123