Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$154K Buy
675
+207
+44% +$47.2K 0.01% 1093
2025
Q1
$114K Buy
468
+68
+17% +$16.6K 0.01% 1146
2024
Q4
$97.1K Buy
400
+75
+23% +$18.2K 0.01% 1137
2024
Q3
$83.8K Buy
325
+84
+35% +$21.7K 0.01% 1115
2024
Q2
$52.9K Buy
241
+43
+22% +$9.44K 0.01% 1155
2024
Q1
$50.2K Buy
198
+30
+18% +$7.6K 0.01% 1045
2023
Q4
$43.5K Buy
+168
New +$43.5K 0.01% 978