Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
1,901
+175
+10% +$67.7K 0.38% 27
2025
Q1
$662K Buy
1,726
+100
+6% +$38.4K 0.38% 25
2024
Q4
$723K Hold
1,626
0.35% 22
2024
Q3
$842K Buy
1,626
+175
+12% +$90.6K 0.4% 21
2024
Q2
$806K Buy
1,451
+365
+34% +$203K 0.39% 20
2024
Q1
$548K Sell
1,086
-462
-30% -$233K 0.3% 31
2023
Q4
$924K Buy
+1,548
New +$924K 0.65% 20