Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
2,557
+825
+48% +$107K 0.02% 376
2025
Q1
$208K Buy
+1,732
New +$208K 0.02% 364
2023
Q3
Sell
-274
Closed -$45K 670
2023
Q2
$45K Buy
+274
New +$45K 0.01% 333
2023
Q1
Sell
-274
Closed -$36.1K 607
2022
Q4
$36.1K Buy
+274
New +$36.1K 0.01% 254