Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Buy
4,126
+1,077
+35% +$80.5K 0.01% 1409
2025
Q1
$247K Buy
+3,049
New +$247K 0.01% 1553
2024
Q3
Sell
-2,256
Closed -$215K 2229
2024
Q2
$215K Buy
+2,256
New +$215K 0.02% 1192