Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Buy
12,941
+2,797
+28% +$68.4K 0.01% 891
2025
Q1
$281K Buy
10,144
+1,898
+23% +$52.6K 0.01% 885
2024
Q4
$269K Sell
8,246
-775
-9% -$25.3K 0.01% 862
2024
Q3
$324K Buy
+9,021
New +$324K 0.01% 714