Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.25M Buy
5,183
+2,131
+70% +$512K 0.01% 723
2025
Q1
$692K Buy
3,052
+1,428
+88% +$324K 0.01% 883
2024
Q4
$334K Sell
1,624
-1,585
-49% -$326K ﹤0.01% 1055
2024
Q3
$778K Buy
+3,209
New +$778K 0.01% 727
2024
Q2
Sell
-964
Closed -$217K 1331
2024
Q1
$217K Buy
+964
New +$217K ﹤0.01% 1005