Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$268K Buy
19,184
+5,773
+43% +$80.8K 0.15% 298
2025
Q1
$194K Buy
+13,411
New +$194K 0.11% 374
2024
Q1
Sell
-11,039
Closed -$136K 511
2023
Q4
$136K Buy
+11,039
New +$136K 0.08% 404