Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
4,312
+372
+9% +$29.9K 0.01% 950
2025
Q1
$284K Buy
+3,940
New +$284K 0.01% 955
2023
Q4
Sell
-2,584
Closed -$202K 1100
2023
Q3
$202K Buy
+2,584
New +$202K 0.01% 935