Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
2,380
+431
+22% +$45.5K 0.03% 286
2025
Q1
$217K Buy
+1,949
New +$217K 0.03% 287
2024
Q4
Sell
-1,812
Closed -$203K 308
2024
Q3
$203K Buy
+1,812
New +$203K 0.03% 301