Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
5,380
+1,181
+28% +$68.8K 0.02% 530
2025
Q1
$203K Buy
+4,199
New +$203K 0.02% 538
2024
Q4
Sell
-3,915
Closed -$209K 589
2024
Q3
$209K Buy
+3,915
New +$209K 0.02% 435
2024
Q1
Sell
-26,542
Closed -$1.1M 490
2023
Q4
$1.1M Buy
+26,542
New +$1.1M 0.05% 244