Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
4,991
+95
+2% +$28K 0.68% 33
2025
Q1
$1.22M Buy
4,896
+211
+5% +$52.5K 0.59% 40
2024
Q4
$1.03M Buy
4,685
+73
+2% +$16K 0.51% 40
2024
Q3
$1.02M Buy
4,612
+437
+10% +$96.6K 0.53% 44
2024
Q2
$722K Buy
4,175
+612
+17% +$106K 0.42% 61
2024
Q1
$680K Buy
3,563
+188
+6% +$35.9K 0.45% 57
2023
Q4
$552K Buy
+3,375
New +$552K 0.39% 67