Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$299K Buy
1,016
+28
+3% +$8.25K 0.12% 48
2025
Q1
$246K Buy
988
+57
+6% +$14.2K 0.12% 59
2024
Q4
$205K Buy
931
+24
+3% +$5.28K 0.11% 75
2024
Q3
$201K Buy
+907
New +$201K 0.11% 73