Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
5,032
+397
+9% +$31K 0.01% 108
2025
Q1
$384K Buy
4,635
+1,474
+47% +$122K 0.01% 95
2024
Q4
$276K Buy
3,161
+745
+31% +$65K 0.01% 115
2024
Q3
$246K Sell
2,416
-127
-5% -$12.9K 0.01% 123
2024
Q2
$293K Buy
+2,543
New +$293K 0.01% 109
2024
Q1
Sell
-1,694
Closed -$215K 128
2023
Q4
$215K Buy
+1,694
New +$215K 0.01% 106