Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$263K Buy
7,518
+74
+1% +$2.59K 0.08% 126
2025
Q1
$283K Buy
7,444
+219
+3% +$8.31K 0.1% 120
2024
Q4
$371K Buy
7,225
+1,934
+37% +$99.4K 0.12% 96
2024
Q3
$271K Buy
5,291
+358
+7% +$18.3K 0.11% 70
2024
Q2
$226K Buy
+4,933
New +$226K 0.1% 72