Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$225K Buy
804
+6
+0.8% +$1.68K 0.1% 100
2025
Q1
$249K Buy
798
+5
+0.6% +$1.56K 0.11% 92
2024
Q4
$207K Buy
793
+6
+0.8% +$1.56K 0.09% 94
2024
Q3
$254K Buy
787
+5
+0.6% +$1.61K 0.1% 94
2024
Q2
$244K Buy
782
+5
+0.6% +$1.56K 0.11% 89
2024
Q1
$221K Buy
+777
New +$221K 0.1% 94