Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$869K Buy
8,264
+691
+9% +$72.7K 0.36% 100
2025
Q1
$441K Buy
+7,573
New +$441K 0.12% 184
2023
Q1
Sell
-11,828
Closed -$337K 413
2022
Q4
$337K Buy
+11,828
New +$337K 0.12% 181