Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$613K Sell
8,097
-1
-0% -$76 0.06% 93
2025
Q1
$608K Buy
8,098
+1,104
+16% +$82.8K 0.07% 88
2024
Q4
$535K Buy
6,994
+1,068
+18% +$81.7K 0.07% 61
2024
Q3
$463K Buy
5,926
+413
+7% +$32.2K 0.06% 85
2024
Q2
$394K Hold
5,513
0.06% 106
2024
Q1
$448K Buy
5,513
+379
+7% +$30.8K 0.1% 81
2023
Q4
$375K Buy
+5,134
New +$375K 0.21% 73