Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Buy
1,331
+276
+26% +$109K 0.2% 80
2025
Q1
$393K Buy
1,055
+15
+1% +$5.58K 0.16% 88
2024
Q4
$374K Hold
1,040
0.15% 84
2024
Q3
$376K Sell
1,040
-100
-9% -$36.1K 0.15% 90
2024
Q2
$388K Buy
1,140
+24
+2% +$8.17K 0.16% 85
2024
Q1
$399K Buy
1,116
+1,016
+1,016% +$364K 0.16% 87
2023
Q4
$29.9K Buy
+100
New +$29.9K 0.01% 155