Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$402K Buy
4,227
+70
+2% +$6.65K 0.02% 500
2025
Q1
$405K Buy
4,157
+63
+2% +$6.13K 0.02% 482
2024
Q4
$426K Buy
4,094
+57
+1% +$5.93K 0.02% 464
2024
Q3
$398K Sell
4,037
-403
-9% -$39.8K 0.02% 475
2024
Q2
$457K Sell
4,440
-269
-6% -$27.7K 0.02% 430
2024
Q1
$583K Buy
4,709
+109
+2% +$13.5K 0.03% 394
2023
Q4
$449K Buy
4,600
+524
+13% +$51.2K 0.02% 421
2023
Q3
$347K Buy
+4,076
New +$347K 0.02% 459