Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
11,807
+2,125
+22% +$46.5K 0.02% 752
2025
Q1
$190K Buy
9,682
+2,810
+41% +$55K 0.01% 793
2024
Q4
$108K Sell
6,872
-1,342
-16% -$21K 0.01% 1061
2024
Q3
$149K Buy
8,214
+2,213
+37% +$40.2K 0.01% 762
2024
Q2
$103K Buy
6,001
+1,603
+36% +$27.5K 0.01% 763
2024
Q1
$72.5K Buy
4,398
+589
+15% +$9.71K 0.01% 803
2023
Q4
$54.1K Buy
+3,809
New +$54.1K 0.01% 850