Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
8,777
+252
+3% +$7.29K 0.08% 101
2025
Q1
$241K Buy
+8,525
New +$241K 0.08% 92
2023
Q3
Sell
-10,074
Closed -$161K 100
2023
Q2
$161K Buy
+10,074
New +$161K 0.07% 94