Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$433K Buy
8,251
+241
+3% +$12.6K ﹤0.01% 857
2025
Q1
$380K Buy
8,010
+521
+7% +$24.7K ﹤0.01% 851
2024
Q4
$471K Sell
7,489
-535
-7% -$33.6K ﹤0.01% 783
2024
Q3
$462K Buy
8,024
+1,157
+17% +$66.6K 0.01% 796
2024
Q2
$285K Sell
6,867
-19
-0.3% -$788 ﹤0.01% 893
2024
Q1
$308K Buy
6,886
+73
+1% +$3.26K ﹤0.01% 887
2023
Q4
$294K Buy
+6,813
New +$294K ﹤0.01% 879