Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
2,524
+13
+0.5% +$1.59K 0.05% 119
2025
Q1
$229K Buy
2,511
+11
+0.4% +$1K 0.04% 125
2024
Q4
$288K Buy
2,500
+9
+0.4% +$1.04K 0.05% 120
2024
Q3
$295K Buy
2,491
+10
+0.4% +$1.19K 0.05% 123
2024
Q2
$342K Buy
2,481
+9
+0.4% +$1.24K 0.06% 113
2024
Q1
$282K Buy
+2,472
New +$282K 0.05% 120