Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
3,387
+19
+0.6% +$1.92K 0.04% 348
2025
Q1
$358K Buy
3,368
+632
+23% +$67.1K 0.05% 206
2024
Q4
$300K Buy
2,736
+197
+8% +$21.6K 0.04% 244
2024
Q3
$368K Buy
+2,539
New +$368K 0.05% 292