Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$425K Buy
1,770
+263
+17% +$63.2K 0.05% 244
2025
Q1
$342K Buy
1,507
+150
+11% +$34K 0.05% 252
2024
Q4
$279K Buy
+1,357
New +$279K 0.04% 333
2024
Q3
Sell
-1,742
Closed -$382K 405
2024
Q2
$382K Buy
+1,742
New +$382K 0.06% 240