Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
673
+103
+18% +$39.8K 0.1% 179
2025
Q1
$219K Buy
+570
New +$219K 0.1% 174
2024
Q3
Sell
-431
Closed -$239K 88
2024
Q2
$239K Buy
+431
New +$239K 0.12% 154
2024
Q1
Sell
-825
Closed -$492K 176
2023
Q4
$492K Buy
+825
New +$492K 0.3% 110