Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$797K Buy
+17,577
New +$797K 0.03% 804
2023
Q4
Sell
-15,170
Closed -$893K 2192
2023
Q3
$893K Buy
15,170
+10,656
+236% +$628K 0.15% 133
2023
Q2
$244K Buy
+4,514
New +$244K 0.04% 869
2022
Q1
Sell
-4,020
Closed -$510K 970
2021
Q4
$510K Buy
4,020
+2,463
+158% +$312K 0.29% 69
2021
Q3
$209K Buy
+1,557
New +$209K 0.07% 484