Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
19,295
+3,199
+20% +$50.4K 0.01% 424
2025
Q1
$191K Buy
16,096
+641
+4% +$7.61K 0.01% 473
2024
Q4
$199K Buy
15,455
+219
+1% +$2.83K 0.01% 472
2024
Q3
$194K Buy
15,236
+5,105
+50% +$65.1K 0.01% 480
2024
Q2
$143K Sell
10,131
-86
-0.8% -$1.21K 0.01% 382
2024
Q1
$198K Buy
10,217
+217
+2% +$4.2K 0.01% 292
2023
Q4
$150K Hold
10,000
0.01% 216
2023
Q3
$105K Buy
+10,000
New +$105K 0.01% 193