Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$144K Buy
44,655
+9,945
+29% +$32.1K 0.01% 1576
2025
Q1
$75K Buy
+34,710
New +$75K 0.01% 1527
2023
Q3
Sell
-11,794
Closed -$51K 1978
2023
Q2
$51K Buy
+11,794
New +$51K 0.01% 1420