Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
22,982
+1,843
+9% +$27.6K ﹤0.01% 1456
2025
Q1
$296K Buy
21,139
+1,504
+8% +$21.1K ﹤0.01% 1411
2024
Q4
$297K Buy
19,635
+945
+5% +$14.3K ﹤0.01% 1380
2024
Q3
$303K Buy
18,690
+938
+5% +$15.2K ﹤0.01% 1247
2024
Q2
$284K Buy
17,752
+1,260
+8% +$20.2K ﹤0.01% 1220
2024
Q1
$352K Buy
16,492
+4,507
+38% +$96.3K 0.01% 1169
2023
Q4
$234K Buy
11,985
+960
+9% +$18.8K 0.01% 1174
2023
Q3
$170K Buy
11,025
+790
+8% +$12.2K 0.01% 1167
2023
Q2
$175K Buy
+10,235
New +$175K 0.01% 1082