Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
1,378
+108
+9% +$38.3K 0.1% 141
2025
Q1
$445K Buy
1,270
+78
+7% +$27.3K 0.1% 138
2024
Q4
$377K Buy
1,192
+117
+11% +$37K 0.09% 141
2024
Q3
$296K Buy
1,075
+207
+24% +$56.9K 0.09% 137
2024
Q2
$228K Hold
868
0.07% 129
2024
Q1
$242K Buy
868
+57
+7% +$15.9K 0.08% 134
2023
Q4
$211K Buy
+811
New +$211K 0.08% 132