Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$186K Buy
6,444
+1,212
+23% +$34.9K 0.01% 962
2025
Q1
$142K Buy
5,232
+1,784
+52% +$48.4K 0.01% 972
2024
Q4
$98.4K Buy
3,448
+1,066
+45% +$30.4K 0.01% 1129
2024
Q3
$75.6K Buy
2,382
+564
+31% +$17.9K 0.01% 1194
2024
Q2
$58.6K Buy
1,818
+145
+9% +$4.68K 0.01% 1083
2024
Q1
$62.3K Buy
1,673
+313
+23% +$11.7K 0.01% 891
2023
Q4
$45.5K Buy
+1,360
New +$45.5K 0.01% 944