Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
4,228
+180
+4% +$22.1K 0.36% 54
2025
Q1
$369K Buy
4,048
+60
+2% +$5.47K 0.29% 71
2024
Q4
$460K Buy
3,988
+85
+2% +$9.8K 0.33% 67
2024
Q3
$463K Buy
3,903
+346
+10% +$41K 0.34% 69
2024
Q2
$491K Buy
3,557
+117
+3% +$16.1K 0.4% 58
2024
Q1
$393K Buy
3,440
+743
+28% +$84.8K 0.36% 66
2023
Q4
$206K Buy
+2,697
New +$206K 0.24% 97