Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
8,290
+1,041
+14% +$30.7K 0.13% 77
2025
Q1
$221K Buy
+7,249
New +$221K 0.12% 86
2024
Q3
Sell
-4,091
Closed -$163K 156
2024
Q2
$163K Buy
+4,091
New +$163K 0.05% 143