Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$901K Buy
5,700
+50
+0.9% +$7.9K 0.35% 38
2025
Q1
$612K Buy
5,650
+850
+18% +$92.1K 0.24% 40
2024
Q4
$645K Hold
4,800
0.27% 38
2024
Q3
$583K Buy
4,800
+250
+5% +$30.4K 0.24% 41
2024
Q2
$562K Buy
+4,550
New +$562K 0.24% 44