Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
2,977
+679
+30% +$106K 0.02% 201
2025
Q1
$378K Buy
2,298
+149
+7% +$24.5K 0.02% 194
2024
Q4
$350K Buy
2,149
+250
+13% +$40.7K 0.02% 194
2024
Q3
$371K Buy
1,899
+500
+36% +$97.7K 0.02% 186
2024
Q2
$243K Buy
+1,399
New +$243K 0.02% 204
2022
Q1
Sell
-956
Closed -$233K 220
2021
Q4
$233K Buy
+956
New +$233K 0.02% 180