Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
3,542
+927
+35% +$58.5K 0.02% 186
2025
Q1
$148K Sell
2,615
-209
-7% -$11.9K 0.02% 220
2024
Q4
$190K Buy
+2,824
New +$190K 0.02% 196