Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
9,808
+119
+1% +$3.86K 0.01% 787
2025
Q1
$300K Buy
+9,689
New +$300K 0.01% 765
2024
Q4
Sell
-9,708
Closed -$294K 973
2024
Q3
$294K Buy
9,708
+1,557
+19% +$47.2K 0.02% 671
2024
Q2
$251K Buy
8,151
+956
+13% +$29.4K 0.02% 652
2024
Q1
$228K Buy
7,195
+820
+13% +$26K 0.02% 629
2023
Q4
$217K Buy
+6,375
New +$217K 0.03% 520