Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
993
+119
+14% +$34.5K 0.01% 202
2025
Q1
$264K Buy
+874
New +$264K 0.01% 172
2024
Q4
Sell
-694
Closed -$200K 202
2024
Q3
$200K Buy
+694
New +$200K 0.01% 199