Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Buy
3,564
+59
+2% +$9.25K 0.02% 404
2025
Q1
$453K Buy
3,505
+74
+2% +$9.56K 0.02% 432
2024
Q4
$490K Buy
3,431
+189
+6% +$27K 0.02% 418
2024
Q3
$485K Buy
3,242
+648
+25% +$96.9K 0.02% 417
2024
Q2
$335K Buy
2,594
+344
+15% +$44.4K 0.01% 494
2024
Q1
$306K Buy
+2,250
New +$306K 0.01% 500