Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
1,322
+48
+4% +$10.7K 0.11% 135
2025
Q1
$262K Buy
+1,274
New +$262K 0.12% 132
2024
Q4
Sell
-1,184
Closed -$244K 101
2024
Q3
$244K Buy
+1,184
New +$244K 0.13% 108