Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
7,175
+1,440
+25% +$40.4K 0.01% 204
2025
Q1
$162K Sell
5,735
-2,360
-29% -$66.7K 0.01% 223
2024
Q4
$184K Sell
8,095
-1,055
-12% -$24K 0.02% 195
2024
Q3
$201K Buy
9,150
+259
+3% +$5.7K 0.02% 190
2024
Q2
$170K Buy
+8,891
New +$170K 0.02% 193