Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$713K Buy
8,870
+3,003
+51% +$242K 0.23% 134
2025
Q1
$471K Buy
+5,867
New +$471K 0.19% 201
2024
Q3
Sell
-12,651
Closed -$888K 535
2024
Q2
$888K Buy
+12,651
New +$888K 0.21% 180
2023
Q3
Sell
-3,700
Closed -$209K 550
2023
Q2
$209K Buy
+3,700
New +$209K 0.26% 192