Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
10,842
+19
+0.2% +$979 0.02% 315
2025
Q1
$579K Buy
10,823
+19
+0.2% +$1.02K 0.02% 307
2024
Q4
$517K Buy
10,804
+730
+7% +$34.9K 0.02% 324
2024
Q3
$448K Buy
10,074
+301
+3% +$13.4K 0.01% 357
2024
Q2
$416K Buy
9,773
+3,144
+47% +$134K 0.01% 364
2024
Q1
$275K Buy
+6,629
New +$275K 0.01% 474