Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Buy
19,382
+7,625
+65% +$414K 0.01% 763
2025
Q1
$593K Buy
11,757
+5,139
+78% +$259K 0.01% 859
2024
Q4
$301K Buy
+6,618
New +$301K 0.01% 926
2024
Q3
Sell
-6,437
Closed -$295K 927
2024
Q2
$295K Sell
6,437
-392
-6% -$18K 0.01% 734
2024
Q1
$288K Buy
+6,829
New +$288K 0.01% 722