Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Buy
1,245
+174
+16% +$68.8K 0.05% 345
2025
Q1
$399K Buy
1,071
+15
+1% +$5.58K 0.05% 358
2024
Q4
$380K Buy
1,056
+193
+22% +$69.5K 0.04% 371
2024
Q3
$312K Buy
863
+32
+4% +$11.6K 0.04% 396
2024
Q2
$283K Buy
831
+48
+6% +$16.3K 0.06% 323
2024
Q1
$280K Buy
+783
New +$280K 0.06% 336