Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
82,347
+20,665
+34% +$190K 0.03% 833
2025
Q1
$742K Buy
+61,682
New +$742K 0.04% 736
2024
Q1
Sell
-39,453
Closed -$415K 1962
2023
Q4
$415K Buy
+39,453
New +$415K 0.09% 376
2022
Q1
Sell
-15,453
Closed -$101K 743
2021
Q4
$101K Buy
+15,453
New +$101K 0.06% 465