Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Buy
2,086
+103
+5% +$28.8K 0.22% 87
2025
Q1
$618K Buy
+1,983
New +$618K 0.27% 75
2024
Q4
Sell
-1,682
Closed -$542K 92
2024
Q3
$542K Buy
+1,682
New +$542K 0.3% 66