Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Buy
5,884
+1,110
+23% +$144K ﹤0.01% 908
2025
Q1
$570K Sell
4,774
-93
-2% -$11.1K ﹤0.01% 942
2024
Q4
$565K Sell
4,867
-181
-4% -$21K ﹤0.01% 838
2024
Q3
$682K Buy
5,048
+1,668
+49% +$225K 0.01% 763
2024
Q2
$458K Buy
3,380
+1,353
+67% +$184K ﹤0.01% 820
2024
Q1
$262K Buy
+2,027
New +$262K ﹤0.01% 942