Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$839K Buy
8,991
+405
+5% +$37.8K 0.15% 106
2025
Q1
$626K Buy
8,586
+1,800
+27% +$131K 0.12% 122
2024
Q4
$409K Buy
6,786
+3,685
+119% +$222K 0.08% 166
2024
Q3
$233K Buy
+3,101
New +$233K 0.04% 211
2024
Q2
Sell
-2,749
Closed -$212K 215
2024
Q1
$212K Buy
+2,749
New +$212K 0.04% 203