Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$563K Buy
27,833
+5,719
+26% +$116K 0.01% 335
2025
Q1
$304K Buy
+22,114
New +$304K 0.01% 314
2024
Q4
Sell
-20,031
Closed -$359K 673
2024
Q3
$359K Buy
+20,031
New +$359K 0.01% 338