Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$533K Buy
5,377
+102
+2% +$10.1K 0.26% 87
2025
Q1
$431K Buy
5,275
+175
+3% +$14.3K 0.23% 106
2024
Q4
$529K Hold
5,100
0.28% 83
2024
Q3
$452K Hold
5,100
0.24% 100
2024
Q2
$374K Buy
+5,100
New +$374K 0.21% 109