Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
2,276
+112
+5% +$14.1K 0.06% 322
2025
Q1
$233K Buy
2,164
+30
+1% +$3.23K 0.07% 314
2024
Q4
$280K Buy
2,134
+14
+0.7% +$1.84K 0.09% 272
2024
Q3
$228K Buy
+2,120
New +$228K 0.07% 345