Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$332K Buy
1,058
+109
+11% +$34.2K 0.02% 402
2025
Q1
$249K Buy
949
+19
+2% +$4.99K 0.02% 449
2024
Q4
$243K Buy
930
+47
+5% +$12.3K 0.01% 452
2024
Q3
$206K Buy
+883
New +$206K 0.01% 480
2024
Q1
Sell
-1,018
Closed -$221K 471
2023
Q4
$221K Buy
+1,018
New +$221K 0.02% 405