Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
154,903
+37,973
+32% +$91.5K 0.01% 708
2025
Q1
$272K Buy
116,930
+35,383
+43% +$82.4K 0.01% 818
2024
Q4
$151K Buy
81,547
+9,866
+14% +$18.3K 0.01% 935
2024
Q3
$175K Buy
71,681
+25,409
+55% +$62K 0.01% 874
2024
Q2
$94.9K Buy
46,272
+15,271
+49% +$31.3K 0.01% 776
2024
Q1
$76.9K Sell
31,001
-27,583
-47% -$68.4K 0.01% 718
2023
Q4
$164K Buy
+58,584
New +$164K 0.02% 561