Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$399K Buy
4,713
+107
+2% +$9.05K 0.01% 879
2025
Q1
$375K Buy
4,606
+430
+10% +$35K 0.01% 825
2024
Q4
$355K Buy
4,176
+453
+12% +$38.5K 0.01% 835
2024
Q3
$307K Buy
3,723
+521
+16% +$42.9K 0.01% 887
2024
Q2
$267K Buy
3,202
+483
+18% +$40.3K 0.01% 935
2024
Q1
$254K Buy
2,719
+413
+18% +$38.6K 0.01% 937
2023
Q4
$200K Buy
+2,306
New +$200K 0.01% 968