Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Buy
14,560
+2,672
+22% +$103K 0.01% 163
2025
Q1
$461K Buy
+11,888
New +$461K 0.01% 185
2024
Q4
Sell
-5,399
Closed -$221K 352
2024
Q3
$221K Buy
+5,399
New +$221K ﹤0.01% 184