Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
7,612
+2,318
+44% +$67.1K 0.12% 91
2025
Q1
$150K Hold
5,294
0.09% 111
2024
Q4
$121K Buy
5,294
+1
+0% +$23 0.07% 118
2024
Q3
$116K Hold
5,293
0.07% 117
2024
Q2
$101K Buy
+5,293
New +$101K 0.06% 128