Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
4,118
+482
+13% +$50.7K 0.03% 567
2025
Q1
$212K Buy
+3,636
New +$212K 0.01% 789
2022
Q1
Sell
-5,971
Closed -$616K 613
2021
Q4
$616K Buy
+5,971
New +$616K 0.06% 295