Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
12,034
+8
+0.1% +$466 0.03% 128
2025
Q1
$578K Buy
12,026
+3,400
+39% +$163K 0.03% 133
2024
Q4
$319K Buy
8,626
+4
+0% +$148 0.01% 198
2024
Q3
$461K Hold
8,622
0.02% 156
2024
Q2
$361K Buy
+8,622
New +$361K 0.02% 171
2022
Q2
Sell
-3,238
Closed -$257K 212
2022
Q1
$257K Hold
3,238
0.01% 181
2021
Q4
$201K Buy
+3,238
New +$201K 0.01% 208