Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
8,007
+575
+8% +$39.9K 0.21% 92
2025
Q1
$459K Buy
+7,432
New +$459K 0.2% 91
2024
Q4
Sell
-6,757
Closed -$360K 100
2024
Q3
$360K Buy
+6,757
New +$360K 0.2% 90