Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$455K Buy
3,348
+1,120
+50% +$152K 0.1% 105
2025
Q1
$296K Buy
2,228
+73
+3% +$9.69K 0.08% 121
2024
Q4
$244K Buy
2,155
+198
+10% +$22.4K 0.07% 140
2024
Q3
$223K Buy
+1,957
New +$223K 0.07% 148
2024
Q2
Sell
-1,821
Closed -$207K 154
2024
Q1
$207K Buy
+1,821
New +$207K 0.07% 148