Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Buy
7,172
+100
+1% +$6.89K 0.02% 725
2025
Q1
$488K Buy
7,072
+504
+8% +$34.8K 0.02% 633
2024
Q4
$404K Buy
6,568
+74
+1% +$4.56K 0.02% 709
2024
Q3
$403K Buy
6,494
+840
+15% +$52.1K 0.02% 655
2024
Q2
$299K Buy
5,654
+265
+5% +$14K 0.01% 768
2024
Q1
$288K Buy
5,389
+817
+18% +$43.6K 0.01% 738
2023
Q4
$239K Buy
+4,572
New +$239K 0.01% 775
2019
Q1
Sell
-673
Closed -$38K 772
2018
Q4
$38K Buy
+673
New +$38K 0.02% 711