Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$310K Buy
7,416
+749
+11% +$31.3K 0.02% 677
2025
Q1
$281K Buy
6,667
+1,959
+42% +$82.6K 0.02% 690
2024
Q4
$229K Buy
+4,708
New +$229K 0.01% 763
2022
Q3
Sell
-1,966
Closed -$211K 523
2022
Q2
$211K Sell
1,966
-1,159
-37% -$124K 0.03% 466
2022
Q1
$411K Buy
+3,125
New +$411K 0.05% 340