Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
10,709
+96
+0.9% +$2.35K 0.01% 615
2025
Q1
$200K Buy
+10,613
New +$200K 0.01% 677
2022
Q4
Sell
-10,198
Closed -$80K 895
2022
Q3
$80K Buy
+10,198
New +$80K 0.01% 794