Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
13,325
+21
+0.2% +$608 0.18% 113
2025
Q1
$376K Buy
13,304
+694
+6% +$19.6K 0.19% 112
2024
Q4
$287K Buy
12,610
+3,290
+35% +$74.9K 0.14% 131
2024
Q3
$205K Buy
+9,320
New +$205K 0.1% 144
2023
Q3
Sell
-29,570
Closed -$472K 135
2023
Q2
$472K Buy
29,570
+1,845
+7% +$29.5K 0.33% 62
2023
Q1
$534K Buy
27,725
+2,306
+9% +$44.4K 0.41% 61
2022
Q4
$468K Buy
+25,419
New +$468K 0.37% 64