Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$432K Buy
14,430
+6,636
+85% +$199K 0.2% 103
2025
Q1
$263K Buy
+7,794
New +$263K 0.16% 125
2024
Q4
Sell
-16,970
Closed -$533K 170
2024
Q3
$533K Buy
+16,970
New +$533K 0.35% 44