Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
1,761
+99
+6% +$29.2K 0.1% 190
2025
Q1
$397K Buy
1,662
+54
+3% +$12.9K 0.09% 191
2024
Q4
$360K Buy
1,608
+277
+21% +$62.1K 0.08% 199
2024
Q3
$291K Buy
1,331
+101
+8% +$22.1K 0.07% 196
2024
Q2
$225K Buy
+1,230
New +$225K 0.07% 202
2023
Q4
$215K Buy
+1,314
New +$215K 0.09% 178