Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
1,860
+78
+4% +$9.85K 0.01% 812
2025
Q1
$192K Buy
1,782
+647
+57% +$69.6K 0.01% 790
2024
Q4
$149K Buy
1,135
+191
+20% +$25.1K 0.01% 852
2024
Q3
$101K Buy
944
+316
+50% +$34K 0.01% 994
2024
Q2
$66.7K Buy
628
+21
+3% +$2.23K 0.01% 1002
2024
Q1
$74.1K Buy
607
+74
+14% +$9.03K 0.02% 787
2023
Q4
$45.5K Buy
+533
New +$45.5K 0.01% 945