Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$471K Buy
30,749
+6,035
+24% +$92.5K 0.05% 353
2025
Q1
$482K Buy
24,714
+8,916
+56% +$174K 0.06% 316
2024
Q4
$488K Buy
15,798
+2,488
+19% +$76.9K 0.06% 329
2024
Q3
$340K Buy
13,310
+2,948
+28% +$75.3K 0.04% 383
2024
Q2
$303K Sell
10,362
-5,182
-33% -$152K 0.06% 305
2024
Q1
$591K Buy
15,544
+7,386
+91% +$281K 0.12% 193
2023
Q4
$635K Buy
+8,158
New +$635K 0.11% 116