Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
84,967
+35,715
+73% +$302K 0.03% 860
2025
Q1
$411K Buy
+49,252
New +$411K 0.02% 1167
2023
Q4
Sell
-24,262
Closed -$336K 1692
2023
Q3
$336K Buy
24,262
+10,200
+73% +$141K 0.06% 651
2023
Q2
$194K Buy
+14,062
New +$194K 0.03% 1019
2023
Q1
Sell
-37,665
Closed -$308K 1353
2022
Q4
$308K Buy
+37,665
New +$308K 0.07% 567