Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
518
+18
+4% +$14.4K 0.09% 154
2025
Q1
$331K Buy
500
+21
+4% +$13.9K 0.06% 186
2024
Q4
$332K Buy
+479
New +$332K 0.06% 184
2024
Q3
Sell
-213
Closed -$218K 241
2024
Q2
$218K Buy
+213
New +$218K 0.04% 214
2023
Q4
Sell
-185
Closed -$108K 259
2023
Q3
$108K Buy
+185
New +$108K 0.02% 272