Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$216K Buy
+1,033
New +$216K 0.1% 130
2024
Q4
Sell
-1,330
Closed -$202K 129
2024
Q3
$202K Buy
1,330
+100
+8% +$15.2K 0.1% 128
2024
Q2
$224K Buy
+1,230
New +$224K 0.11% 118