Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
3,918
+105
+3% +$5.48K 0.01% 1463
2025
Q1
$220K Buy
+3,813
New +$220K 0.01% 1022
2023
Q4
Sell
-4,841
Closed -$207K 1665
2023
Q3
$207K Buy
+4,841
New +$207K 0.02% 904