Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$940K Buy
6,176
+5
+0.1% +$761 0.07% 103
2025
Q1
$906K Buy
6,171
+274
+5% +$40.2K 0.08% 98
2024
Q4
$761K Buy
5,897
+19
+0.3% +$2.45K 0.07% 95
2024
Q3
$804K Buy
+5,878
New +$804K 0.09% 89