Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$549K Buy
1,419
+28
+2% +$10.8K 0.02% 49
2025
Q1
$533K Buy
1,391
+730
+110% +$280K 0.02% 43
2024
Q4
$294K Buy
+661
New +$294K 0.01% 82
2024
Q1
Sell
-1,128
Closed -$673K 91
2023
Q4
$673K Buy
+1,128
New +$673K 0.03% 36