Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
14,742
+1,963
+15% +$56.8K 0.24% 75
2025
Q1
$361K Sell
12,779
-476
-4% -$13.5K 0.2% 91
2024
Q4
$302K Buy
+13,255
New +$302K 0.16% 104
2024
Q1
Sell
-13,310
Closed -$223K 112
2023
Q4
$223K Buy
+13,310
New +$223K 0.14% 95