Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
2,512
+76
+3% +$6.71K 0.02% 451
2025
Q1
$231K Buy
+2,436
New +$231K 0.02% 393
2024
Q4
Sell
-2,104
Closed -$211K 446
2024
Q3
$211K Buy
+2,104
New +$211K 0.02% 398