Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$338K Buy
215,221
+4,369
+2% +$6.86K 0.02% 674
2025
Q1
$557K Buy
210,852
+135,242
+179% +$357K 0.03% 496
2024
Q4
$321K Buy
75,610
+21,718
+40% +$92.1K 0.02% 510
2024
Q3
$179K Buy
+53,892
New +$179K 0.01% 578
2023
Q4
Sell
-27,729
Closed -$148K 768
2023
Q3
$148K Buy
27,729
+7,450
+37% +$39.7K 0.01% 696
2023
Q2
$190K Buy
+20,279
New +$190K 0.02% 674