Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
742
+1
+0.1% +$279 0.09% 36
2025
Q1
$231K Buy
+741
New +$231K 0.13% 27
2024
Q3
Sell
-641
Closed -$200K 25
2024
Q2
$200K Buy
+641
New +$200K 0.11% 24