Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
+12,800
New +$257K 0.15% 104
2025
Q1
Sell
-1,940
Closed -$65.6K 275
2024
Q4
$65.6K Buy
1,940
+1,190
+159% +$40.2K 0.04% 196
2024
Q3
$36K Buy
+750
New +$36K 0.02% 232