Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$621K Buy
3,932
+1,337
+52% +$211K 0.28% 72
2025
Q1
$281K Buy
2,595
+7
+0.3% +$759 0.13% 81
2024
Q4
$348K Buy
2,588
+194
+8% +$26.1K 0.16% 77
2024
Q3
$291K Buy
2,394
+525
+28% +$63.8K 0.13% 81
2024
Q2
$231K Buy
+1,869
New +$231K 0.11% 85