Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
1,150
+32
+3% +$7.14K 0.08% 139
2025
Q1
$230K Buy
+1,118
New +$230K 0.09% 130
2024
Q4
Sell
-1,076
Closed -$233K 163
2024
Q3
$233K Buy
1,076
+4
+0.4% +$868 0.08% 125
2024
Q2
$202K Buy
+1,072
New +$202K 0.08% 132