Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
24,453
+625
+3% +$12.6K 0.05% 335
2025
Q1
$578K Buy
+23,828
New +$578K 0.06% 306
2024
Q2
Sell
-14,149
Closed -$832K 496
2024
Q1
$832K Buy
14,149
+4,552
+47% +$268K 0.07% 255
2023
Q4
$518K Buy
+9,597
New +$518K 0.04% 324
2021
Q3
Sell
-4,340
Closed -$201K 706
2021
Q2
$201K Buy
+4,340
New +$201K 0.04% 439