Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$665K Buy
22,207
+700
+3% +$21K 0.3% 54
2025
Q1
$727K Buy
21,507
+1,730
+9% +$58.5K 0.37% 53
2024
Q4
$585K Hold
19,777
0.29% 53
2024
Q3
$621K Buy
19,777
+2,400
+14% +$75.3K 0.3% 55
2024
Q2
$627K Buy
17,377
+600
+4% +$21.7K 0.33% 54
2024
Q1
$632K Buy
16,777
+1,194
+8% +$45K 0.36% 53
2023
Q4
$552K Buy
+15,583
New +$552K 0.34% 51