Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$496K Buy
7,607
+102
+1% +$6.65K 0.04% 233
2025
Q1
$464K Buy
7,505
+1,527
+26% +$94.3K 0.07% 181
2024
Q4
$431K Buy
5,978
+11
+0.2% +$793 0.04% 250
2024
Q3
$486K Hold
5,967
0.04% 227
2024
Q2
$443K Sell
5,967
-368
-6% -$27.3K 0.05% 233
2024
Q1
$494K Buy
6,335
+1,833
+41% +$143K 0.05% 214
2023
Q4
$322K Buy
+4,502
New +$322K 0.03% 254