Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
33,363
+17,585
+111% +$159K 0.02% 598
2025
Q1
$147K Buy
+15,778
New +$147K 0.01% 699
2022
Q2
Sell
-37,736
Closed -$451K 1134
2022
Q1
$451K Buy
37,736
+22,773
+152% +$272K 0.04% 622
2021
Q4
$312K Buy
+14,963
New +$312K 0.02% 659