Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$333K Buy
3,874
+118
+3% +$10.1K 0.03% 272
2025
Q1
$314K Buy
+3,756
New +$314K 0.03% 375
2023
Q1
Sell
-6,621
Closed -$445K 603
2022
Q4
$445K Buy
+6,621
New +$445K 0.06% 125