Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Buy
6,044
+1,105
+22% +$109K 0.08% 115
2025
Q1
$515K Buy
4,939
+139
+3% +$14.5K 0.09% 151
2024
Q4
$649K Buy
4,800
+1,800
+60% +$243K 0.12% 118
2024
Q3
$468K Sell
3,000
-1,800
-38% -$281K 0.1% 126
2024
Q2
$711K Sell
4,800
-127
-3% -$18.8K ﹤0.01% 113
2024
Q1
$873K Buy
+4,927
New +$873K 0.14% 104