Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Buy
3,808
+6
+0.2% +$794 0.07% 125
2025
Q1
$454K Buy
3,802
+72
+2% +$8.6K 0.08% 123
2024
Q4
$490K Buy
3,730
+67
+2% +$8.8K 0.09% 112
2024
Q3
$465K Buy
3,663
+69
+2% +$8.75K 0.09% 118
2024
Q2
$545K Buy
3,594
+1,836
+104% +$278K 0.11% 94
2024
Q1
$290K Buy
+1,758
New +$290K 0.06% 175