Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$682K Buy
1,911
+2
+0.1% +$714 0.04% 379
2025
Q1
$762K Buy
1,909
+562
+42% +$224K 0.06% 302
2024
Q4
$484K Buy
1,347
+467
+53% +$168K 0.04% 372
2024
Q3
$304K Buy
880
+388
+79% +$134K 0.03% 463
2024
Q2
$144K Buy
492
+82
+20% +$24.1K 0.02% 607
2024
Q1
$137K Buy
410
+41
+11% +$13.7K 0.03% 524
2023
Q4
$110K Buy
+369
New +$110K 0.03% 503