Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$822K Buy
7,284
+680
+10% +$76.7K ﹤0.01% 1096
2025
Q1
$612K Buy
6,604
+516
+8% +$47.8K 0.01% 1196
2024
Q4
$649K Sell
6,088
-431
-7% -$45.9K 0.01% 1210
2024
Q3
$673K Sell
6,519
-6,631
-50% -$685K 0.01% 1213
2024
Q2
$1.16M Buy
13,150
+6,304
+92% +$556K 0.02% 798
2024
Q1
$671K Buy
6,846
+1,544
+29% +$151K 0.01% 1047
2023
Q4
$490K Buy
5,302
+2,838
+115% +$262K 0.01% 935
2023
Q3
$205K Buy
+2,464
New +$205K 0.01% 1212