Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$636K Buy
12,748
+2,197
+21% +$110K 0.02% 498
2025
Q1
$349K Buy
10,551
+138
+1% +$4.57K 0.02% 689
2024
Q4
$400K Buy
10,413
+630
+6% +$24.2K 0.02% 575
2024
Q3
$327K Buy
9,783
+1,799
+23% +$60.1K 0.02% 631
2024
Q2
$235K Buy
7,984
+739
+10% +$21.8K 0.02% 678
2024
Q1
$207K Sell
7,245
-2,559
-26% -$73.2K 0.02% 667
2023
Q4
$225K Buy
+9,804
New +$225K 0.03% 506