Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$472K Buy
2,923
+98
+3% +$15.8K 0.01% 805
2025
Q1
$388K Buy
2,825
+413
+17% +$56.7K 0.01% 812
2024
Q4
$360K Buy
2,412
+239
+11% +$35.6K 0.01% 830
2024
Q3
$312K Buy
2,173
+414
+24% +$59.4K 0.01% 877
2024
Q2
$248K Buy
1,759
+204
+13% +$28.7K 0.01% 966
2024
Q1
$212K Buy
+1,555
New +$212K 0.01% 1023