Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
5,022
+1,640
+48% +$159K 0.07% 371
2025
Q1
$358K Buy
3,382
+540
+19% +$57.1K 0.07% 336
2024
Q4
$317K Buy
+2,842
New +$317K 0.09% 324
2024
Q2
Sell
-5,779
Closed -$607K 428
2024
Q1
$607K Buy
+5,779
New +$607K 0.54% 35
2023
Q3
Sell
-2,758
Closed -$328K 588
2023
Q2
$328K Buy
+2,758
New +$328K 0.17% 235