Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$486K Buy
4,104
+1,144
+39% +$135K 0.02% 419
2025
Q1
$409K Buy
2,960
+410
+16% +$56.7K 0.02% 416
2024
Q4
$454K Buy
2,550
+250
+11% +$44.5K 0.02% 392
2024
Q3
$569K Sell
2,300
-200
-8% -$49.5K 0.03% 353
2024
Q2
$526K Buy
+2,500
New +$526K 0.03% 318
2018
Q1
Sell
-1,000
Closed -$249K 498
2017
Q4
$249K Buy
+1,000
New +$249K 0.01% 330