Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$358K Buy
11,077
+4,718
+74% +$152K 0.04% 199
2025
Q1
$236K Buy
6,359
+30
+0.5% +$1.12K 0.03% 225
2024
Q4
$259K Buy
6,329
+21
+0.3% +$858 0.03% 210
2024
Q3
$317K Buy
6,308
+795
+14% +$40K 0.04% 202
2024
Q2
$241K Buy
+5,513
New +$241K 0.03% 219