Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
2,664
+992
+59% +$184K 0.01% 134
2025
Q1
$350K Buy
1,672
+31
+2% +$6.5K 0.01% 147
2024
Q4
$292K Buy
1,641
+213
+15% +$37.9K 0.01% 156
2024
Q3
$282K Sell
1,428
-29
-2% -$5.73K 0.01% 152
2024
Q2
$250K Buy
1,457
+195
+15% +$33.4K 0.01% 161
2024
Q1
$230K Buy
+1,262
New +$230K 0.01% 170
2023
Q2
Sell
-1,404
Closed -$224K 165
2023
Q1
$224K Buy
1,404
+152
+12% +$24.2K 0.01% 156
2022
Q4
$202K Buy
+1,252
New +$202K 0.01% 163