Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$734K Buy
5,713
+2
+0% +$257 0.6% 59
2025
Q1
$412K Buy
5,711
+3,637
+175% +$263K 0.33% 97
2024
Q4
$206K Hold
2,074
0.25% 133
2024
Q3
$206K Buy
+2,074
New +$206K 0.21% 137