Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$438K Buy
1,246
+316
+34% +$111K 0.05% 370
2025
Q1
$294K Buy
930
+67
+8% +$21.2K 0.03% 433
2024
Q4
$291K Buy
863
+4
+0.5% +$1.35K 0.03% 425
2024
Q3
$274K Buy
+859
New +$274K 0.03% 419
2024
Q2
Sell
-666
Closed -$231K 409
2024
Q1
$231K Buy
+666
New +$231K 0.05% 363