Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Buy
10,937
+1,040
+11% +$23.3K 0.02% 622
2025
Q1
$225K Buy
+9,897
New +$225K 0.02% 513
2024
Q2
Sell
-7,533
Closed -$333K 455
2024
Q1
$333K Sell
7,533
-6,843
-48% -$302K 0.03% 341
2023
Q4
$722K Buy
+14,376
New +$722K 0.03% 325