Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
2,176
+8
+0.4% +$1.71K 0.07% 299
2025
Q1
$331K Buy
+2,168
New +$331K 0.06% 360
2023
Q4
Sell
-2,437
Closed -$278K 306
2023
Q3
$278K Buy
+2,437
New +$278K 0.09% 183