Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$193K Buy
13,635
+1,000
+8% +$14.2K 0.02% 204
2025
Q1
$151K Buy
+12,635
New +$151K 0.02% 189
2024
Q4
Sell
-33,742
Closed -$316K 320
2024
Q3
$316K Buy
+33,742
New +$316K 0.04% 162