Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.32M Buy
10,151
+1,156
+13% +$150K 0.02% 468
2025
Q1
$524K Buy
8,995
+617
+7% +$36K 0.01% 635
2024
Q4
$485K Sell
8,378
-14
-0.2% -$810 0.01% 646
2024
Q3
$371K Buy
+8,392
New +$371K 0.01% 679
2023
Q3
Sell
-6,780
Closed -$273K 666
2023
Q2
$273K Buy
+6,780
New +$273K 0.01% 557