Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
2,565
+303
+13% +$56.2K 0.15% 73
2025
Q1
$474K Buy
2,262
+32
+1% +$6.7K 0.18% 61
2024
Q4
$396K Buy
2,230
+361
+19% +$64.2K 0.15% 70
2024
Q3
$317K Buy
1,869
+238
+15% +$40.4K 0.11% 83
2024
Q2
$282K Buy
1,631
+95
+6% +$16.4K 0.12% 86
2024
Q1
$247K Buy
+1,536
New +$247K 0.11% 91