Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Buy
1,306
+28
+2% +$4.45K 0.01% 893
2025
Q1
$184K Buy
1,278
+377
+42% +$54.2K 0.01% 805
2024
Q4
$141K Buy
901
+193
+27% +$30.3K 0.01% 888
2024
Q3
$103K Buy
708
+119
+20% +$17.4K 0.01% 982
2024
Q2
$73K Buy
589
+180
+44% +$22.3K 0.01% 950
2024
Q1
$49.2K Buy
409
+16
+4% +$1.92K 0.01% 1061
2023
Q4
$44.6K Buy
+393
New +$44.6K 0.01% 953