Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$182K Buy
16,778
+5,567
+50% +$60.4K 0.1% 119
2025
Q1
$112K Buy
+11,211
New +$112K 0.07% 121
2024
Q3
Sell
-6,179
Closed -$77.5K 217
2024
Q2
$77.5K Buy
+6,179
New +$77.5K 0.05% 169