Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
1,139
+241
+27% +$85.6K 0.13% 47
2025
Q1
$315K Buy
898
+7
+0.8% +$2.45K 0.11% 50
2024
Q4
$282K Buy
+891
New +$282K 0.1% 58
2022
Q2
Sell
-928
Closed -$206K 28
2022
Q1
$206K Buy
+928
New +$206K 0.17% 24