Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Hold
834
0.03% 569
2025
Q1
$513K Buy
+834
New +$513K 0.04% 445
2024
Q4
Sell
-671
Closed -$403K 1395
2024
Q3
$403K Buy
671
+119
+22% +$71.5K 0.03% 543
2024
Q2
$299K Buy
552
+197
+55% +$107K 0.03% 613
2024
Q1
$227K Sell
355
-104
-23% -$66.5K 0.02% 694
2023
Q4
$268K Sell
459
-9
-2% -$5.26K 0.03% 629
2023
Q3
$243K Buy
+468
New +$243K 0.03% 618