Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Buy
2,577
+31
+1% +$2.53K 0.07% 39
2025
Q1
$253K Buy
2,546
+26
+1% +$2.58K 0.09% 36
2024
Q4
$253K Buy
2,520
+23
+0.9% +$2.31K 0.1% 31
2024
Q3
$228K Buy
2,497
+29
+1% +$2.64K 0.08% 31
2024
Q2
$201K Buy
+2,468
New +$201K 0.08% 32