Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
7,005
+2,568
+58% +$140K 0.11% 204
2025
Q1
$224K Buy
+4,437
New +$224K 0.1% 230
2024
Q4
Sell
-4,303
Closed -$204K 230
2024
Q3
$204K Buy
+4,303
New +$204K 0.12% 193