Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
1,571
+669
+74% +$213K 1.28% 13
2025
Q1
$234K Buy
902
+52
+6% +$13.5K 0.73% 24
2024
Q4
$343K Buy
+850
New +$343K 1.02% 20
2024
Q1
Sell
-869
Closed -$216K 25
2023
Q4
$216K Buy
+869
New +$216K 1.29% 22