Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$817K Buy
8,758
+840
+11% +$78.4K 0.1% 69
2025
Q1
$577K Buy
7,918
+177
+2% +$12.9K 0.07% 81
2024
Q4
$467K Buy
7,741
+1,512
+24% +$91.2K 0.05% 92
2024
Q3
$468K Sell
6,229
-6
-0.1% -$451 0.06% 85
2024
Q2
$453K Buy
+6,235
New +$453K 0.06% 82
2024
Q1
Hold
0
133