Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Buy
11,888
+182
+2% +$8.75K 0.26% 92
2025
Q1
$568K Buy
11,706
+1,780
+18% +$86.4K 0.28% 90
2024
Q4
$485K Buy
9,926
+341
+4% +$16.7K 0.24% 97
2024
Q3
$595K Buy
9,585
+1,567
+20% +$97.3K 0.31% 87
2024
Q2
$458K Buy
8,018
+2,244
+39% +$128K 0.27% 98
2024
Q1
$333K Buy
5,774
+779
+16% +$44.9K 0.22% 115
2023
Q4
$341K Buy
+4,995
New +$341K 0.24% 106