Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$455K Buy
11,846
+407
+4% +$15.6K 0.03% 334
2025
Q1
$443K Sell
11,439
-88
-0.8% -$3.41K 0.04% 272
2024
Q4
$390K Buy
+11,527
New +$390K 0.04% 264
2023
Q3
Sell
-176
Closed -$6.27K 485
2023
Q2
$6.27K Buy
+176
New +$6.27K ﹤0.01% 652
2023
Q1
Sell
-176
Closed -$6.19K 430
2022
Q4
$6.19K Buy
+176
New +$6.19K ﹤0.01% 487