Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$596K Buy
1,875
+334
+22% +$106K 0.35% 61
2025
Q1
$399K Buy
1,541
+338
+28% +$87.6K 0.23% 75
2024
Q4
$486K Buy
1,203
+80
+7% +$32.3K 0.27% 65
2024
Q3
$294K Buy
1,123
+6
+0.5% +$1.57K 0.17% 78
2024
Q2
$221K Buy
+1,117
New +$221K 0.13% 96
2024
Q1
Sell
-1,017
Closed -$253K 94
2023
Q4
$253K Buy
+1,017
New +$253K 0.17% 77