Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$683K Buy
5,273
+317
+6% +$41.1K 0.07% 61
2025
Q1
$596K Buy
4,956
+1,275
+35% +$153K 0.07% 94
2024
Q4
$430K Buy
3,681
+955
+35% +$111K 0.05% 117
2024
Q3
$410K Buy
2,726
+297
+12% +$44.7K 0.05% 116
2024
Q2
$384K Buy
2,429
+34
+1% +$5.38K 0.05% 110
2024
Q1
$474K Buy
2,395
+116
+5% +$23K 0.1% 62
2023
Q4
$397K Buy
+2,279
New +$397K 0.23% 60