Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$430K Buy
2,008
+769
+62% +$165K 0.06% 384
2025
Q1
$250K Buy
+1,239
New +$250K 0.05% 378
2024
Q4
Sell
-1,902
Closed -$500K 505
2024
Q3
$500K Buy
+1,902
New +$500K 0.16% 243
2023
Q4
Sell
-915
Closed -$204K 580
2023
Q3
$204K Buy
+915
New +$204K 0.06% 416