Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$969K Buy
2,065
+23
+1% +$10.8K 0.02% 239
2025
Q1
$946K Sell
2,042
-175
-8% -$81.1K 0.02% 214
2024
Q4
$971K Buy
+2,217
New +$971K 0.02% 221
2024
Q3
Sell
-680
Closed -$298K 399
2024
Q2
$298K Buy
680
+175
+35% +$76.8K 0.01% 316
2024
Q1
$234K Buy
+505
New +$234K 0.01% 345