Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
1,385
+393
+40% +$140K 0.22% 30
2025
Q1
$348K Buy
992
+18
+2% +$6.31K 0.17% 42
2024
Q4
$308K Buy
974
+90
+10% +$28.5K 0.15% 41
2024
Q3
$243K Buy
884
+30
+4% +$8.25K 0.14% 45
2024
Q2
$224K Buy
854
+31
+4% +$8.14K 0.14% 43
2024
Q1
$230K Buy
+823
New +$230K 0.15% 39