Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
6,669
+115
+2% +$4.42K 0.04% 205
2025
Q1
$254K Buy
6,554
+26
+0.4% +$1.01K 0.05% 196
2024
Q4
$221K Buy
6,528
+1,450
+29% +$49K 0.04% 213
2024
Q3
$208K Buy
+5,078
New +$208K 0.04% 228
2024
Q2
Sell
-5,078
Closed -$218K 238
2024
Q1
$218K Buy
+5,078
New +$218K 0.05% 217