Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$605K Buy
10,377
+3,262
+46% +$190K 0.07% 293
2025
Q1
$344K Buy
+7,115
New +$344K 0.04% 394
2024
Q4
Sell
-5,359
Closed -$286K 548
2024
Q3
$286K Buy
+5,359
New +$286K 0.03% 407