Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412K Buy
2,639
+439
+20% +$68.5K 0.16% 89
2025
Q1
$362K Buy
2,200
+131
+6% +$21.6K 0.15% 90
2024
Q4
$337K Hold
2,069
0.14% 87
2024
Q3
$404K Hold
2,069
0.16% 87
2024
Q2
$359K Buy
2,069
+82
+4% +$14.2K 0.15% 89
2024
Q1
$336K Buy
1,987
+530
+36% +$89.7K 0.14% 92
2023
Q4
$288K Buy
1,457
+956
+191% +$189K 0.13% 83
2023
Q3
$87.2K Buy
+501
New +$87.2K 0.04% 113