Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$408K Buy
2,996
+422
+16% +$57.4K 0.06% 146
2025
Q1
$341K Buy
2,574
+207
+9% +$27.5K 0.06% 152
2024
Q4
$268K Buy
2,367
+160
+7% +$18.1K 0.05% 185
2024
Q3
$252K Buy
2,207
+28
+1% +$3.19K 0.05% 174
2024
Q2
$226K Sell
2,179
-192
-8% -$19.9K 0.05% 204
2024
Q1
$270K Buy
+2,371
New +$270K 0.06% 184