Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
3,037
+213
+8% +$19.3K 0.05% 294
2025
Q1
$228K Buy
+2,824
New +$228K 0.04% 302
2024
Q2
Sell
-3,396
Closed -$259K 305
2024
Q1
$259K Buy
+3,396
New +$259K 0.07% 233