Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
828
+125
+18% +$44.4K 0.13% 125
2025
Q1
$246K Buy
+703
New +$246K 0.12% 127
2024
Q4
Sell
-469
Closed -$129K 151
2024
Q3
$129K Buy
+469
New +$129K 0.07% 141