Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$434K Buy
1,910
+235
+14% +$53.4K 0.19% 91
2025
Q1
$408K Hold
1,675
0.18% 92
2024
Q4
$471K Buy
1,675
+360
+27% +$101K 0.17% 84
2024
Q3
$360K Buy
1,315
+500
+61% +$137K 0.15% 95
2024
Q2
$244K Buy
815
+100
+14% +$30K 0.11% 110
2024
Q1
$207K Buy
+715
New +$207K 0.09% 119