Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Buy
3,817
+2,030
+114% +$255K 0.26% 133
2025
Q1
$245K Buy
+1,787
New +$245K 0.14% 319
2024
Q4
Sell
-3,256
Closed -$631K 71
2024
Q3
$631K Buy
+3,256
New +$631K 0.35% 78
2024
Q2
Sell
-2,010
Closed -$433K 438
2024
Q1
$433K Buy
+2,010
New +$433K 0.25% 149