Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Buy
4,717
+1,324
+39% +$144K 0.02% 1085
2025
Q1
$281K Sell
3,393
-2,485
-42% -$206K 0.01% 1460
2024
Q4
$461K Buy
5,878
+1,715
+41% +$135K 0.04% 825
2024
Q3
$335K Buy
+4,163
New +$335K 0.02% 1111
2024
Q1
Sell
-4,908
Closed -$394K 2301
2023
Q4
$394K Buy
+4,908
New +$394K 0.09% 413