Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
1,631
+32
+2% +$4.87K 0.12% 73
2025
Q1
$235K Buy
1,599
+20
+1% +$2.94K 0.13% 69
2024
Q4
$204K Buy
1,579
+10
+0.6% +$1.29K 0.11% 72
2024
Q3
$215K Buy
+1,569
New +$215K 0.13% 71
2022
Q1
Sell
-1,350
Closed -$201K 56
2021
Q4
$201K Buy
+1,350
New +$201K 0.18% 54