Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
2,768
+421
+18% +$47.7K 0.02% 529
2025
Q1
$310K Buy
+2,347
New +$310K 0.03% 416
2024
Q1
Sell
-9,541
Closed -$740K 456
2023
Q4
$740K Buy
+9,541
New +$740K 0.03% 318