Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
837
+64
+8% +$42.4K 0.4% 72
2025
Q1
$536K Buy
773
+492
+175% +$341K 0.37% 76
2024
Q4
$234K Buy
281
+34
+14% +$28.3K 0.16% 158
2024
Q3
$253K Sell
247
-8
-3% -$8.18K 0.18% 143
2024
Q2
$261K Buy
+255
New +$261K 0.19% 141
2023
Q4
Sell
-290
Closed -$210K 166
2023
Q3
$210K Buy
+290
New +$210K 0.15% 162