Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$562K Buy
6,024
+1,896
+46% +$177K 0.08% 177
2025
Q1
$301K Buy
+4,128
New +$301K 0.05% 244
2024
Q4
Sell
-2,868
Closed -$216K 322
2024
Q3
$216K Buy
+2,868
New +$216K 0.04% 281