Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$501K Buy
3,100
+300
+11% +$48.5K 0.27% 18
2025
Q1
$298K Buy
2,800
+2,600
+1,300% +$277K 0.18% 91
2024
Q4
$25K Sell
200
-4,735
-96% -$592K 0.01% 263
2024
Q3
$411K Buy
4,935
+3,135
+174% +$261K 0.27% 58
2024
Q2
$287K Buy
1,800
+800
+80% +$128K 0.17% 97
2024
Q1
$124K Buy
+1,000
New +$124K 0.07% 223