Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Buy
1,146
+36
+3% +$10.1K 0.08% 126
2025
Q1
$346K Buy
1,110
+100
+10% +$31.2K 0.1% 118
2024
Q4
$263K Buy
1,010
+40
+4% +$10.4K 0.07% 128
2024
Q3
$313K Buy
970
+98
+11% +$31.6K 0.09% 119
2024
Q2
$272K Buy
+872
New +$272K 0.08% 125