Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
2,096
+118
+6% +$20.3K 0.09% 92
2025
Q1
$349K Buy
+1,978
New +$349K 0.1% 92
2022
Q2
Sell
-460
Closed -$83K 355
2022
Q1
$83K Buy
+460
New +$83K 0.03% 130