Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
86,263
+64,826
+302% +$284K 0.12% 291
2025
Q1
$84K Buy
21,437
+5,617
+36% +$22K 0.03% 450
2024
Q4
$84K Buy
+15,820
New +$84K 0.04% 388
2023
Q1
Sell
-29,650
Closed -$155K 570
2022
Q4
$155K Buy
+29,650
New +$155K 0.11% 282