Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
1,402
+67
+5% +$14K 0.01% 1157
2025
Q1
$290K Buy
1,335
+307
+30% +$66.7K 0.01% 978
2024
Q4
$212K Buy
+1,028
New +$212K 0.01% 885
2022
Q2
Sell
-1,687
Closed -$200K 760
2022
Q1
$200K Buy
+1,687
New +$200K 0.01% 752