Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Buy
3,215
+356
+12% +$53.6K 0.01% 579
2025
Q1
$300K Buy
2,859
+97
+4% +$10.2K 0.01% 718
2024
Q4
$451K Buy
2,762
+18
+0.7% +$2.94K 0.01% 555
2024
Q3
$181K Buy
2,744
+14
+0.5% +$923 ﹤0.01% 919
2024
Q2
$174K Hold
2,730
﹤0.01% 883
2024
Q1
$135K Buy
+2,730
New +$135K ﹤0.01% 1028