Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$341K Sell
3,718
-648
-15% -$59.5K 0.05% 282
2025
Q1
$384K Buy
4,366
+3,698
+554% +$325K 0.06% 214
2024
Q4
$61.8K Buy
668
+352
+111% +$32.6K 0.01% 496
2024
Q3
$29.3K Buy
+316
New +$29.3K 0.01% 646