Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$863K Sell
5,460
-549
-9% -$86.7K 0.23% 65
2025
Q1
$651K Buy
6,009
+464
+8% +$50.3K 0.19% 62
2024
Q4
$745K Buy
5,545
+349
+7% +$46.9K 0.26% 58
2024
Q3
$631K Buy
5,196
+778
+18% +$94.5K 0.21% 81
2024
Q2
$546K Buy
4,418
+478
+12% +$59.1K 0.2% 88
2024
Q1
$356K Buy
+3,940
New +$356K 0.14% 112
2023
Q3
Sell
-9,830
Closed -$416K 140
2023
Q2
$416K Buy
+9,830
New +$416K 0.19% 95
2019
Q4
Sell
-360
Closed -$2K 256
2019
Q3
$2K Buy
+360
New +$2K ﹤0.01% 364