Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
31,849
+3,072
+11% +$118K 0.13% 154
2025
Q1
$1.11M Buy
+28,777
New +$1.11M 0.13% 164
2024
Q4
Sell
-9,543
Closed -$390K 285
2024
Q3
$390K Buy
+9,543
New +$390K 0.04% 252