Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$627K Buy
2,859
+100
+4% +$21.9K 0.32% 26
2025
Q1
$525K Hold
2,759
0.34% 24
2024
Q4
$605K Buy
2,759
+160
+6% +$35.1K 0.41% 21
2024
Q3
$484K Buy
2,599
+155
+6% +$28.9K 0.33% 23
2024
Q2
$472K Hold
2,444
0.35% 21
2024
Q1
$441K Hold
2,444
0.33% 24
2023
Q4
$371K Buy
+2,444
New +$371K 0.31% 24