Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
1,816
+700
+63% +$156K 0.01% 224
2025
Q1
$229K Buy
+1,116
New +$229K ﹤0.01% 338
2024
Q4
Sell
-1,124
Closed -$231K 349
2024
Q3
$231K Buy
+1,124
New +$231K 0.01% 176