Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Sell
28
-5
-15% -$36.9K 0.03% 597
2025
Q1
$239K Buy
33
+19
+136% +$138K 0.05% 309
2024
Q4
$115K Hold
14
0.03% 349
2024
Q3
$137K Buy
+14
New +$137K 0.05% 296