Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Buy
1,854
+3
+0.2% +$1.07K 0.01% 139
2025
Q1
$503K Buy
1,851
+345
+23% +$93.8K 0.01% 167
2024
Q4
$500K Buy
1,506
+396
+36% +$131K 0.01% 154
2024
Q3
$368K Buy
+1,110
New +$368K 0.01% 123