Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Buy
5,790
+307
+6% +$24.8K 0.1% 202
2025
Q1
$447K Buy
5,483
+111
+2% +$9.04K 0.14% 169
2024
Q4
$392K Buy
5,372
+63
+1% +$4.6K 0.12% 200
2024
Q3
$316K Buy
+5,309
New +$316K 0.09% 260