Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$754K Buy
2,741
+146
+6% +$40.2K 0.02% 614
2025
Q1
$612K Buy
2,595
+1,719
+196% +$405K 0.02% 627
2024
Q4
$208K Buy
+876
New +$208K 0.01% 1013
2024
Q2
Sell
-1,182
Closed -$234K 1144
2024
Q1
$234K Buy
+1,182
New +$234K 0.01% 975