Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Buy
3,400
+500
+17% +$35.2K 0.03% 206
2025
Q1
$213K Buy
+2,900
New +$213K 0.03% 197
2024
Q4
Sell
-3,311
Closed -$218K 300
2024
Q3
$218K Buy
+3,311
New +$218K 0.02% 298