Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
11,619
+509
+5% +$18.2K 0.16% 114
2025
Q1
$410K Buy
+11,110
New +$410K 0.18% 99
2024
Q4
Sell
-11,067
Closed -$462K 97
2024
Q3
$462K Buy
+11,067
New +$462K 0.25% 73