Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Buy
1,390
+26
+2% +$3.96K 0.02% 386
2025
Q1
$200K Buy
+1,364
New +$200K 0.02% 379
2024
Q1
Sell
-2,703
Closed -$247K 362
2023
Q4
$247K Buy
+2,703
New +$247K 0.03% 276