Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Buy
17,757
+2,535
+17% +$209K 0.03% 513
2025
Q1
$1.3M Buy
15,222
+1,776
+13% +$152K 0.03% 525
2024
Q4
$1.02M Buy
+13,446
New +$1.02M 0.02% 597
2024
Q3
Sell
-4,104
Closed -$220K 1123
2024
Q2
$220K Buy
+4,104
New +$220K 0.01% 1006