Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Buy
9,598
+315
+3% +$23.5K 0.04% 408
2025
Q1
$584K Buy
9,283
+998
+12% +$62.8K 0.03% 408
2024
Q4
$472K Buy
+8,285
New +$472K 0.03% 434
2022
Q4
Sell
-3,601
Closed -$205K 497
2022
Q3
$205K Buy
+3,601
New +$205K 0.02% 488