Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$729K Buy
4,614
+493
+12% +$77.9K 0.32% 24
2025
Q1
$447K Buy
4,121
+9
+0.2% +$976 0.21% 25
2024
Q4
$552K Buy
4,112
+51
+1% +$6.85K 0.27% 24
2024
Q3
$493K Buy
4,061
+11
+0.3% +$1.34K 0.24% 25
2024
Q2
$500K Buy
4,050
+300
+8% +$37.1K 0.27% 24
2024
Q1
$339K Buy
+3,750
New +$339K 0.19% 28