Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$584K Buy
1,092
+22
+2% +$11.8K 0.02% 385
2025
Q1
$396K Buy
1,070
+52
+5% +$19.2K 0.02% 355
2024
Q4
$462K Buy
1,018
+173
+20% +$78.5K 0.03% 264
2024
Q3
$364K Buy
845
+196
+30% +$84.4K 0.02% 279
2024
Q2
$237K Buy
+649
New +$237K 0.02% 330