Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
2,159
+100
+5% +$22.6K 0.22% 59
2025
Q1
$342K Buy
2,059
+480
+30% +$79.7K 0.18% 70
2024
Q4
$312K Buy
1,579
+200
+15% +$39.5K 0.15% 71
2024
Q3
$239K Buy
1,379
+200
+17% +$34.7K 0.12% 75
2024
Q2
$205K Sell
1,179
-370
-24% -$64.3K 0.11% 75
2024
Q1
$211K Buy
+1,549
New +$211K 0.12% 75