Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$516K Buy
5,615
+385
+7% +$35.3K 0.01% 915
2025
Q1
$460K Buy
5,230
+670
+15% +$59K 0.01% 838
2024
Q4
$422K Buy
4,560
+1,501
+49% +$139K 0.01% 680
2024
Q3
$284K Sell
3,059
-1
-0% -$93 ﹤0.01% 744
2024
Q2
$229K Buy
3,060
+1
+0% +$75 ﹤0.01% 671
2024
Q1
$264K Hold
3,059
﹤0.01% 524
2023
Q4
$212K Buy
+3,059
New +$212K ﹤0.01% 588