Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$836K Buy
5,293
+1,086
+26% +$172K 0.38% 65
2025
Q1
$456K Buy
4,207
+548
+15% +$59.4K 0.24% 79
2024
Q4
$491K Buy
3,659
+80
+2% +$10.7K 0.26% 71
2024
Q3
$435K Buy
3,579
+425
+13% +$51.6K 0.23% 80
2024
Q2
$390K Sell
3,154
-286
-8% -$35.3K 0.22% 87
2024
Q1
$311K Buy
+3,440
New +$311K 0.18% 102