Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$138K Buy
13,144
+1,957
+17% +$20.6K 0.01% 520
2025
Q1
$139K Buy
+11,187
New +$139K 0.01% 501
2024
Q1
Sell
-11,116
Closed -$214K 457
2023
Q4
$214K Buy
+11,116
New +$214K 0.02% 408