Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$524K Buy
2,352
+195
+9% +$43.5K 0.1% 102
2025
Q1
$443K Buy
2,157
+137
+7% +$28.2K 0.1% 99
2024
Q4
$369K Buy
+2,020
New +$369K 0.08% 111
2023
Q4
Sell
-132
Closed -$15.9K 426
2023
Q3
$15.9K Buy
+132
New +$15.9K 0.01% 297