Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
2,163
+39
+2% +$6.31K 0.12% 168
2025
Q1
$227K Sell
2,124
-1,434
-40% -$153K 0.09% 200
2024
Q4
$439K Buy
3,558
+484
+16% +$59.7K 0.16% 131
2024
Q3
$440K Buy
3,074
+539
+21% +$77.1K 0.17% 127
2024
Q2
$415K Buy
+2,535
New +$415K 0.17% 121