Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Buy
3,634
+516
+17% +$81.5K 0.16% 98
2025
Q1
$338K Buy
3,118
+591
+23% +$64.1K 0.09% 146
2024
Q4
$339K Buy
+2,527
New +$339K 0.05% 129
2024
Q2
Sell
-3,700
Closed -$334K 242
2024
Q1
$334K Buy
+3,700
New +$334K 0.07% 157