Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
6,702
+24
+0.4% +$922 0.08% 333
2025
Q1
$259K Buy
6,678
+68
+1% +$2.63K 0.12% 193
2024
Q4
$224K Buy
6,610
+1,507
+30% +$51K 0.11% 159
2024
Q3
$209K Buy
+5,103
New +$209K 0.12% 187
2024
Q2
Sell
-5,110
Closed -$219K 201
2024
Q1
$219K Buy
+5,110
New +$219K 0.15% 159