Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
3,524
+909
+35% +$118K 0.05% 197
2025
Q1
$315K Buy
2,615
+27
+1% +$3.25K 0.04% 334
2024
Q4
$302K Buy
2,588
+15
+0.6% +$1.75K 0.05% 232
2024
Q3
$387K Buy
2,573
+185
+8% +$27.8K 0.06% 226
2024
Q2
$377K Buy
2,388
+708
+42% +$112K 0.06% 262
2024
Q1
$332K Buy
+1,680
New +$332K 0.06% 191