Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
7,500
+549
+8% +$29.8K 0.05% 276
2025
Q1
$350K Buy
6,951
+236
+4% +$11.9K 0.05% 226
2024
Q4
$305K Sell
6,715
-2,617
-28% -$119K 0.05% 219
2024
Q3
$443K Buy
9,332
+907
+11% +$43K 0.06% 178
2024
Q2
$387K Buy
8,425
+1,384
+20% +$63.5K 0.06% 226
2024
Q1
$305K Buy
+7,041
New +$305K 0.05% 293