Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$861K Buy
19,906
+640
+3% +$27.7K 0.27% 43
2025
Q1
$874K Buy
+19,266
New +$874K 0.31% 40
2024
Q3
Sell
-1,105
Closed -$45.6K 234
2024
Q2
$45.6K Buy
+1,105
New +$45.6K 0.02% 138