Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$286K Buy
13,068
+1,315
+11% +$28.8K 0.02% 409
2025
Q1
$230K Buy
11,753
+1,703
+17% +$33.4K 0.02% 409
2024
Q4
$157K Buy
+10,050
New +$157K 0.01% 421
2024
Q2
Sell
-10,042
Closed -$166K 453
2024
Q1
$166K Sell
10,042
-156
-2% -$2.57K 0.02% 371
2023
Q4
$153K Buy
+10,198
New +$153K 0.02% 339