Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
5,207
+115
+2% +$31K 0.45% 40
2025
Q1
$1.29M Buy
5,092
+55
+1% +$13.9K 0.44% 37
2024
Q4
$1.18M Hold
5,037
0.38% 40
2024
Q3
$1.29M Hold
5,037
0.37% 44
2024
Q2
$1.2M Buy
5,037
+882
+21% +$210K 0.41% 43
2024
Q1
$959K Buy
+4,155
New +$959K 0.34% 43