Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
3,524
+265
+8% +$36.7K 0.01% 819
2025
Q1
$521K Buy
3,259
+987
+43% +$158K 0.01% 732
2024
Q4
$302K Buy
+2,272
New +$302K 0.01% 935
2024
Q3
Sell
-1,745
Closed -$257K 1151
2024
Q2
$257K Buy
1,745
+253
+17% +$37.3K 0.01% 914
2024
Q1
$228K Buy
+1,492
New +$228K 0.01% 986
2023
Q4
Sell
-2,006
Closed -$307K 1087
2023
Q3
$307K Buy
+2,006
New +$307K 0.02% 692