Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
9,109
+1,383
+18% +$40K 0.15% 97
2025
Q1
$219K Buy
+7,726
New +$219K 0.14% 112
2024
Q3
Sell
-6,877
Closed -$131K 349
2024
Q2
$131K Buy
+6,877
New +$131K 0.09% 118