Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$927K Buy
45,881
+6,555
+17% +$132K 0.01% 515
2025
Q1
$541K Sell
39,326
-7,040
-15% -$96.8K ﹤0.01% 578
2024
Q4
$549K Buy
46,366
+28,455
+159% +$337K ﹤0.01% 606
2024
Q3
$321K Buy
+17,911
New +$321K ﹤0.01% 707