Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$545K Buy
1,527
+902
+144% +$322K 0.02% 278
2025
Q1
$249K Buy
+625
New +$249K 0.01% 394
2024
Q4
Sell
-595
Closed -$206K 502
2024
Q3
$206K Buy
+595
New +$206K 0.01% 467