Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Buy
2,694
+176
+7% +$27.7K 0.01% 231
2025
Q1
$444K Buy
+2,518
New +$444K 0.01% 184
2024
Q4
Sell
-3,112
Closed -$737K 412
2024
Q3
$737K Buy
3,112
+111
+4% +$26.3K 0.02% 128
2024
Q2
$635K Buy
+3,001
New +$635K 0.01% 120