Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
8,128
+772
+10% +$22.3K 0.06% 199
2025
Q1
$208K Buy
+7,356
New +$208K 0.06% 207
2024
Q1
Sell
-14,072
Closed -$236K 175
2023
Q4
$236K Buy
+14,072
New +$236K 0.14% 116