Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$585K Buy
8,232
+698
+9% +$49.6K 0.05% 92
2025
Q1
$478K Buy
7,534
+1,864
+33% +$118K 0.04% 100
2024
Q4
$429K Buy
+5,670
New +$429K 0.04% 104
2023
Q2
Sell
-1,881
Closed -$231K 118
2023
Q1
$231K Hold
1,881
0.03% 109
2022
Q4
$220K Buy
+1,881
New +$220K 0.03% 122
2022
Q2
Sell
-1,829
Closed -$246K 100
2022
Q1
$246K Buy
+1,829
New +$246K 0.03% 96