Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
5,558
+62
+1% +$2.6K 0.07% 159
2025
Q1
$213K Buy
+5,496
New +$213K 0.08% 142
2024
Q4
Sell
-5,324
Closed -$219K 167
2024
Q3
$219K Buy
+5,324
New +$219K 0.08% 135