Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$726K Buy
7,064
+1,306
+23% +$134K 0.17% 218
2025
Q1
$645K Buy
+5,758
New +$645K 0.19% 212
2024
Q4
Sell
-4,125
Closed -$449K 664
2024
Q3
$449K Buy
+4,125
New +$449K 0.11% 346
2023
Q1
Sell
-10,248
Closed -$496K 459
2022
Q4
$496K Buy
+10,248
New +$496K 0.26% 164