Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$658K Buy
23,541
+842
+4% +$23.5K 0.03% 919
2025
Q1
$598K Buy
22,699
+5,963
+36% +$157K 0.03% 897
2024
Q4
$428K Buy
+16,736
New +$428K 0.04% 895
2024
Q3
Sell
-12,423
Closed -$208K 2312
2024
Q2
$208K Buy
+12,423
New +$208K 0.02% 1207
2024
Q1
Sell
-15,652
Closed -$235K 2060
2023
Q4
$235K Buy
+15,652
New +$235K 0.05% 834