Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$756K Buy
5,630
+797
+16% +$107K 0.07% 88
2025
Q1
$479K Buy
4,833
+2,164
+81% +$215K 0.05% 88
2024
Q4
$381K Buy
+2,669
New +$381K 0.04% 97
2024
Q1
Sell
-2,587
Closed -$314K 123
2023
Q4
$314K Sell
2,587
-205
-7% -$24.9K 0.04% 104
2023
Q3
$254K Buy
+2,792
New +$254K 0.03% 104