Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$427K Buy
8,879
+1,987
+29% +$95.6K 0.06% 204
2025
Q1
$335K Buy
6,892
+1,961
+40% +$95.2K 0.05% 206
2024
Q4
$241K Buy
4,931
+174
+4% +$8.5K 0.03% 228
2024
Q3
$295K Buy
4,757
+1,124
+31% +$69.8K 0.04% 231
2024
Q2
$207K Buy
+3,633
New +$207K 0.03% 263
2018
Q3
Sell
-101
Closed -$5K 237
2018
Q2
$5K Hold
101
﹤0.01% 650
2018
Q1
$4K Hold
101
﹤0.01% 714
2017
Q4
$4K Buy
+101
New +$4K ﹤0.01% 786