Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
6,777
+3,996
+144% +$463K 0.17% 196
2025
Q1
$279K Buy
+2,781
New +$279K 0.14% 236
2023
Q1
Sell
-2,856
Closed -$205K 158
2022
Q4
$205K Buy
+2,856
New +$205K 0.62% 83