Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$498K Buy
16,271
+5,253
+48% +$161K 0.01% 813
2025
Q1
$376K Buy
+11,018
New +$376K 0.01% 878
2023
Q2
Sell
-5,914
Closed -$264K 975
2023
Q1
$264K Sell
5,914
-2,113
-26% -$94.3K 0.01% 819
2022
Q4
$467K Buy
+8,027
New +$467K 0.03% 594