Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
1,018
+146
+17% +$46.4K 0.03% 131
2025
Q1
$226K Sell
872
-423
-33% -$110K 0.02% 145
2024
Q4
$523K Buy
+1,295
New +$523K 0.04% 100
2024
Q1
Sell
-955
Closed -$237K 139
2023
Q4
$237K Buy
+955
New +$237K 0.03% 118