Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
1,094
+13
+1% +$2.71K 0.07% 164
2025
Q1
$235K Buy
1,081
+22
+2% +$4.78K 0.09% 127
2024
Q4
$218K Buy
1,059
+3
+0.3% +$619 0.08% 134
2024
Q3
$223K Buy
+1,056
New +$223K 0.08% 132