Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$876K Buy
11,800
+3
+0% +$223 0.07% 180
2025
Q1
$486K Buy
11,797
+642
+6% +$26.4K 0.07% 177
2024
Q4
$573K Buy
11,155
+338
+3% +$17.4K 0.05% 217
2024
Q3
$517K Sell
10,817
-1,215
-10% -$58K 0.05% 218
2024
Q2
$592K Buy
12,032
+1,110
+10% +$54.6K 0.06% 201
2024
Q1
$473K Buy
10,922
+1,875
+21% +$81.2K 0.05% 221
2023
Q4
$390K Buy
+9,047
New +$390K 0.04% 227