Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Buy
30,236
+12,678
+72% +$263K 0.16% 129
2025
Q1
$311K Sell
17,558
-2,628
-13% -$46.5K 0.12% 168
2024
Q4
$313K Hold
20,186
0.11% 184
2024
Q3
$310K Buy
20,186
+6,298
+45% +$96.9K 0.11% 202
2024
Q2
$190K Buy
+13,888
New +$190K 0.06% 239