Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
12,404
+2,629
+27% +$62.4K 0.01% 1443
2025
Q1
$221K Buy
+9,775
New +$221K 0.01% 1631
2023
Q1
Sell
-7,723
Closed -$294K 1260
2022
Q4
$294K Sell
7,723
-445
-5% -$16.9K 0.06% 597
2022
Q3
$262K Buy
+8,168
New +$262K 0.06% 594