Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$209K Buy
25,540
+4,649
+22% +$38K 0.05% 557
2025
Q1
$122K Buy
+20,891
New +$122K 0.04% 494
2024
Q2
Sell
-10,150
Closed -$134K 820
2024
Q1
$134K Buy
+10,150
New +$134K 0.03% 533