Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Buy
5,129
+2,741
+115% +$321K 0.01% 306
2025
Q1
$244K Buy
+2,388
New +$244K 0.01% 350
2024
Q4
Sell
-2,295
Closed -$217K 451
2024
Q3
$217K Buy
+2,295
New +$217K 0.01% 409