Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$963K Buy
2,490
+1,288
+107% +$498K 0.21% 164
2025
Q1
$461K Buy
1,202
+502
+72% +$193K 0.23% 151
2024
Q4
$311K Buy
+700
New +$311K 0.23% 178
2023
Q4
Sell
-604
Closed -$308K 197
2023
Q3
$308K Buy
+604
New +$308K 0.19% 168