Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Buy
1,180
+25
+2% +$8.26K 0.11% 43
2025
Q1
$380K Buy
1,155
+16
+1% +$5.26K 0.12% 45
2024
Q4
$315K Buy
1,139
+3
+0.3% +$828 0.1% 44
2024
Q3
$394K Buy
1,136
+4
+0.4% +$1.39K 0.14% 40
2024
Q2
$374K Buy
+1,132
New +$374K 0.14% 39