Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Buy
3,100
+580
+23% +$91.6K 0.18% 75
2025
Q1
$273K Buy
+2,520
New +$273K 0.11% 88
2024
Q2
Sell
-3,130
Closed -$283K 117
2024
Q1
$283K Buy
+3,130
New +$283K 0.27% 74