Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
1,875
+9
+0.5% +$1.01K 0.04% 275
2025
Q1
$209K Buy
1,866
+2
+0.1% +$225 0.07% 205
2024
Q4
$208K Buy
+1,864
New +$208K 0.08% 170
2024
Q3
Sell
-1,864
Closed -$219K 728
2024
Q2
$219K Buy
+1,864
New +$219K 0.11% 90