Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Buy
1,424
+11
+0.8% +$3.03K 0.11% 76
2025
Q1
$237K Buy
+1,413
New +$237K 0.08% 86
2024
Q1
Sell
-110
Closed -$12.3K 233
2023
Q4
$12.3K Buy
+110
New +$12.3K 0.01% 194