Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Hold
1,775
0.02% 497
2025
Q1
$470K Hold
1,775
0.03% 445
2024
Q4
$450K Buy
+1,775
New +$450K 0.03% 443
2024
Q3
Sell
-2,333
Closed -$872K 482
2024
Q2
$872K Buy
+2,333
New +$872K 0.06% 302
2022
Q2
Sell
-530
Closed -$230K 489
2022
Q1
$230K Buy
+530
New +$230K 0.02% 446