Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
1,200
+111
+10% +$35.3K 0.17% 67
2025
Q1
$282K Buy
1,089
+208
+24% +$53.9K 0.14% 81
2024
Q4
$356K Buy
881
+31
+4% +$12.5K 0.17% 69
2024
Q3
$222K Buy
+850
New +$222K 0.11% 91
2024
Q1
Sell
-1,023
Closed -$254K 99
2023
Q4
$254K Hold
1,023
0.15% 78
2023
Q3
$256K Buy
1,023
+124
+14% +$31K 0.17% 77
2023
Q2
$235K Buy
+899
New +$235K 0.16% 84