Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Buy
179,629
+126,289
+237% +$568K 0.03% 795
2025
Q1
$323K Buy
53,340
+36,696
+220% +$222K 0.02% 1348
2024
Q4
$110K Buy
+16,644
New +$110K 0.01% 1742
2024
Q1
Sell
-26,063
Closed -$173K 2300
2023
Q4
$173K Buy
+26,063
New +$173K 0.04% 1009
2023
Q2
Sell
-110,682
Closed -$821K 1816
2023
Q1
$821K Buy
110,682
+42,109
+61% +$312K 0.17% 86
2022
Q4
$426K Buy
+68,573
New +$426K 0.09% 378