Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
4,087
+876
+27% +$72.8K 0.02% 499
2025
Q1
$275K Buy
+3,211
New +$275K 0.02% 451
2024
Q4
Sell
-3,098
Closed -$204K 575
2024
Q3
$204K Buy
+3,098
New +$204K 0.02% 440