Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$321K Hold
10,709
0.24% 30
2025
Q1
$362K Buy
+10,709
New +$362K 0.29% 27
2022
Q4
Sell
-709
Closed -$20K 127
2022
Q3
$20K Hold
709
0.02% 74
2022
Q2
$20K Buy
+709
New +$20K 0.02% 70