Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
1,977
+98
+5% +$11.1K 0.07% 130
2025
Q1
$248K Buy
+1,879
New +$248K 0.09% 103
2023
Q1
Sell
-1,194
Closed -$105K 135
2022
Q4
$105K Buy
+1,194
New +$105K 0.05% 116