Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
3,988
+1,436
+56% +$75.3K 0.01% 343
2025
Q1
$121K Sell
2,552
-42
-2% -$1.99K 0.01% 385
2024
Q4
$163K Sell
2,594
-570
-18% -$35.8K 0.01% 384
2024
Q3
$182K Buy
+3,164
New +$182K 0.01% 382