Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
6,842
+185
+3% +$8.94K 0.1% 112
2025
Q1
$369K Buy
6,657
+406
+6% +$22.5K 0.12% 104
2024
Q4
$301K Buy
6,251
+352
+6% +$17K 0.09% 118
2024
Q3
$340K Buy
5,899
+1,092
+23% +$62.9K 0.1% 114
2024
Q2
$233K Buy
+4,807
New +$233K 0.07% 125