Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
1,403
+154
+12% +$48.9K 0.08% 134
2025
Q1
$324K Buy
1,249
+122
+11% +$31.6K 0.06% 150
2024
Q4
$455K Hold
1,127
0.08% 129
2024
Q3
$295K Buy
+1,127
New +$295K 0.06% 158
2024
Q1
Sell
-872
Closed -$217K 180
2023
Q4
$217K Sell
872
-57
-6% -$14.2K 0.05% 161
2023
Q3
$232K Hold
929
0.05% 141
2023
Q2
$243K Buy
+929
New +$243K 0.05% 144