Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$916K Buy
5,810
+2,179
+60% +$343K 0.02% 348
2025
Q1
$640K Buy
3,631
+56
+2% +$9.87K 0.02% 329
2024
Q4
$703K Buy
3,575
+2,537
+244% +$499K 0.02% 322
2024
Q3
$246K Buy
1,038
+89
+9% +$21.1K 0.01% 476
2024
Q2
$201K Hold
949
0.01% 584
2024
Q1
$240K Buy
949
+80
+9% +$20.2K 0.01% 522
2023
Q4
$201K Buy
+869
New +$201K 0.01% 546