Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
3,651
+121
+3% +$9.88K 0.03% 409
2025
Q1
$350K Buy
3,530
+246
+7% +$24.4K 0.04% 356
2024
Q4
$330K Sell
3,284
-272
-8% -$27.3K 0.04% 357
2024
Q3
$324K Buy
+3,556
New +$324K 0.04% 380