Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
9,062
+736
+9% +$32.3K 0.07% 171
2025
Q1
$266K Buy
8,326
+775
+10% +$24.8K 0.05% 203
2024
Q4
$222K Buy
+7,551
New +$222K 0.04% 220
2021
Q3
Sell
-4,804
Closed -$219K 205
2021
Q2
$219K Buy
+4,804
New +$219K 0.05% 192