Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Buy
4,516
+138
+3% +$12.1K 0.01% 881
2025
Q1
$377K Buy
4,378
+610
+16% +$52.5K 0.01% 824
2024
Q4
$319K Buy
3,768
+496
+15% +$42K 0.01% 868
2024
Q3
$294K Buy
3,272
+675
+26% +$60.6K 0.01% 905
2024
Q2
$226K Buy
+2,597
New +$226K 0.01% 993
2023
Q3
Sell
-5,121
Closed -$506K 989
2023
Q2
$506K Buy
+5,121
New +$506K 0.02% 630