Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Buy
1,533
+15
+1% +$3.4K 0.21% 91
2025
Q1
$252K Buy
1,518
+48
+3% +$7.97K 0.17% 92
2024
Q4
$290K Buy
1,470
+15
+1% +$2.96K 0.17% 102
2024
Q3
$253K Buy
1,455
+244
+20% +$42.4K 0.15% 108
2024
Q2
$210K Buy
+1,211
New +$210K 0.14% 112