Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$233K Buy
11,137
+554
+5% +$11.6K 0.01% 490
2025
Q1
$254K Buy
10,583
+126
+1% +$3.02K 0.02% 444
2024
Q4
$223K Buy
10,457
+362
+4% +$7.73K 0.01% 480
2024
Q3
$233K Buy
+10,095
New +$233K 0.02% 456
2024
Q1
Sell
-9,902
Closed -$213K 466
2023
Q4
$213K Sell
9,902
-3,305
-25% -$71.2K 0.02% 409
2023
Q3
$265K Buy
+13,207
New +$265K 0.02% 354