Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$464K Buy
4,490
+647
+17% +$66.8K ﹤0.01% 978
2025
Q1
$378K Buy
3,843
+210
+6% +$20.7K ﹤0.01% 1017
2024
Q4
$545K Buy
3,633
+426
+13% +$63.9K 0.01% 930
2024
Q3
$418K Buy
3,207
+89
+3% +$11.6K ﹤0.01% 994
2024
Q2
$369K Buy
3,118
+241
+8% +$28.5K ﹤0.01% 1000
2024
Q1
$271K Sell
2,877
-2
-0.1% -$189 ﹤0.01% 1091
2023
Q4
$229K Buy
2,879
+113
+4% +$8.98K ﹤0.01% 1120
2023
Q3
$208K Buy
+2,766
New +$208K ﹤0.01% 1111
2021
Q3
Sell
-2,756
Closed -$234K 1203
2021
Q2
$234K Buy
+2,756
New +$234K ﹤0.01% 1131