Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Buy
28,817
+15,561
+117% +$169K 0.07% 154
2025
Q1
$133K Buy
13,256
+2,219
+20% +$22.3K 0.03% 184
2024
Q4
$109K Sell
11,037
-1,689
-13% -$16.7K 0.03% 178
2024
Q3
$134K Buy
12,726
+645
+5% +$6.81K 0.04% 178
2024
Q2
$151K Buy
12,081
+407
+3% +$5.1K 0.04% 171
2024
Q1
$155K Buy
11,674
+200
+2% +$2.66K 0.05% 202
2023
Q4
$140K Buy
+11,474
New +$140K 0.05% 201