Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
5,040
+1,469
+41% +$77.7K 0.03% 957
2025
Q1
$154K Buy
+3,571
New +$154K 0.02% 1110
2024
Q4
Sell
-2,870
Closed -$184K 1775
2024
Q3
$184K Buy
+2,870
New +$184K 0.02% 1102