Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
6,983
+55
+0.8% +$12K 0.6% 34
2025
Q1
$969K Buy
6,928
+2
+0% +$280 0.4% 55
2024
Q4
$1.15M Buy
6,926
+7
+0.1% +$1.17K 0.46% 47
2024
Q3
$1.18M Buy
6,919
+3,357
+94% +$572K 0.47% 47
2024
Q2
$483K Buy
3,562
+84
+2% +$11.4K 0.21% 90
2024
Q1
$367K Hold
3,478
0.17% 102
2023
Q4
$367K Buy
+3,478
New +$367K 0.17% 102