Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
9,317
+987
+12% +$28.6K 0.05% 183
2025
Q1
$236K Buy
+8,330
New +$236K 0.05% 202
2023
Q3
Sell
-11,623
Closed -$185K 204
2023
Q2
$185K Buy
+11,623
New +$185K 0.06% 182