Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
8,097
+2,630
+48% +$208K 0.07% 98
2025
Q1
$491K Buy
5,467
+2,601
+91% +$233K 0.06% 108
2024
Q4
$285K Buy
2,866
+728
+34% +$72.4K 0.04% 165
2024
Q3
$243K Buy
2,138
+17
+0.8% +$1.93K 0.03% 143
2024
Q2
$263K Buy
+2,121
New +$263K 0.04% 110
2018
Q4
Sell
-3,715
Closed -$251K 91
2018
Q3
$251K Buy
+3,715
New +$251K 0.14% 36