Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$994K Buy
3,129
+126
+4% +$40K 0.32% 35
2025
Q1
$778K Buy
3,003
+16
+0.5% +$4.15K 0.28% 35
2024
Q4
$1.21M Buy
2,987
+117
+4% +$47.2K 0.42% 31
2024
Q3
$751K Buy
2,870
+3
+0.1% +$785 0.27% 35
2024
Q2
$567K Buy
+2,867
New +$567K 0.23% 35