Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
5,975
+975
+20% +$72.5K 0.05% 368
2025
Q1
$326K Buy
5,000
+200
+4% +$13.1K 0.04% 403
2024
Q4
$410K Buy
4,800
+493
+11% +$42.1K 0.05% 355
2024
Q3
$336K Buy
4,307
+637
+17% +$49.7K 0.04% 386
2024
Q2
$213K Sell
3,670
-424
-10% -$24.6K 0.04% 377
2024
Q1
$274K Sell
4,094
-23,694
-85% -$1.59M 0.06% 340
2023
Q4
$1.71M Sell
27,788
-8,647
-24% -$531K 0.29% 35
2023
Q3
$2.13M Buy
+36,435
New +$2.13M 0.7% 26