Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$490K Buy
3,783
+181
+5% +$23.4K 0.13% 83
2025
Q1
$433K Buy
3,602
+538
+18% +$64.7K 0.12% 85
2024
Q4
$358K Buy
3,064
+33
+1% +$3.85K 0.1% 93
2024
Q3
$456K Buy
3,031
+134
+5% +$20.1K 0.13% 85
2024
Q2
$458K Buy
2,897
+190
+7% +$30K 0.14% 86
2024
Q1
$536K Buy
+2,707
New +$536K 0.17% 76