Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
1,005
+151
+18% +$53.6K 0.02% 237
2025
Q1
$299K Buy
854
+20
+2% +$7.01K 0.02% 228
2024
Q4
$264K Buy
834
+66
+9% +$20.9K 0.02% 254
2024
Q3
$211K Buy
+768
New +$211K 0.02% 265
2024
Q2
Sell
-720
Closed -$201K 292
2024
Q1
$201K Buy
+720
New +$201K 0.02% 269