Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$918K Buy
9,835
+345
+4% +$32.2K 0.52% 49
2025
Q1
$691K Buy
9,490
+3,125
+49% +$228K 0.44% 61
2024
Q4
$384K Buy
6,365
+1,333
+26% +$80.4K 0.23% 77
2024
Q3
$378K Buy
5,032
+905
+22% +$68K 0.22% 78
2024
Q2
$300K Buy
+4,127
New +$300K 0.18% 87
2024
Q1
Sell
-1,764
Closed -$109K 460
2023
Q4
$109K Buy
+1,764
New +$109K 0.06% 141
2023
Q3
Sell
-60
Closed -$2.59K 483
2023
Q2
$2.59K Buy
+60
New +$2.59K ﹤0.01% 400