Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
2,078
+31
+2% +$5.68K 0.14% 119
2025
Q1
$360K Buy
+2,047
New +$360K 0.16% 106
2024
Q4
Sell
-2,032
Closed -$390K 105
2024
Q3
$390K Buy
+2,032
New +$390K 0.21% 84