Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$778K Buy
195,463
+82,364
+73% +$328K 0.75% 17
2025
Q1
$483K Sell
113,099
-37,749
-25% -$161K 0.43% 27
2024
Q4
$534K Buy
150,848
+68,458
+83% +$242K 0.43% 20
2024
Q3
$317K Buy
+82,390
New +$317K 0.19% 21
2021
Q2
$237K Buy
+2,912
New +$237K 0.15% 43