Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
1,463
+280
+24% +$88.9K 0.16% 61
2025
Q1
$307K Buy
1,183
+129
+12% +$33.4K 0.12% 68
2024
Q4
$426K Buy
1,054
+276
+35% +$111K 0.17% 65
2024
Q3
$204K Buy
+778
New +$204K 0.09% 76
2024
Q1
Sell
-856
Closed -$213K 76
2023
Q4
$213K Hold
856
0.11% 70
2023
Q3
$214K Hold
856
0.12% 70
2023
Q2
$224K Buy
+856
New +$224K 0.13% 70
2022
Q2
Sell
-570
Closed -$205K 83
2022
Q1
$205K Buy
+570
New +$205K 0.11% 83