Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$240K Buy
1,579
+104
+7% +$15.8K 0.1% 220
2025
Q1
$217K Buy
+1,475
New +$217K 0.1% 219
2024
Q4
Sell
-1,475
Closed -$202K 235
2024
Q3
$202K Buy
+1,475
New +$202K 0.1% 228