Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$622K Buy
2,901
+173
+6% +$37.1K 0.01% 766
2025
Q1
$550K Buy
2,728
+791
+41% +$160K 0.01% 782
2024
Q4
$405K Buy
1,937
+395
+26% +$82.7K 0.01% 913
2024
Q3
$405K Buy
1,542
+158
+11% +$41.5K 0.01% 911
2024
Q2
$321K Sell
1,384
-19
-1% -$4.41K ﹤0.01% 978
2024
Q1
$385K Buy
1,403
+428
+44% +$118K 0.01% 920
2023
Q4
$258K Buy
+975
New +$258K ﹤0.01% 988