Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
17,198
+326
+2% +$9.76K 0.05% 225
2025
Q1
$570K Buy
16,872
+2,489
+17% +$84.1K 0.07% 190
2024
Q4
$425K Buy
14,383
+1,365
+10% +$40.3K 0.05% 236
2024
Q3
$409K Buy
13,018
+2,426
+23% +$76.2K 0.05% 230
2024
Q2
$382K Buy
10,592
+792
+8% +$28.6K 0.05% 200
2024
Q1
$369K Buy
+9,800
New +$369K 0.05% 196
2022
Q2
Sell
-33,721
Closed -$1.15M 277
2022
Q1
$1.15M Buy
+33,721
New +$1.15M 0.02% 330