Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
1,714
+2
+0.1% +$464 0.17% 27
2025
Q1
$213K Buy
1,712
+1
+0.1% +$124 0.11% 35
2024
Q4
$271K Buy
1,711
+1
+0.1% +$158 0.12% 35
2024
Q3
$291K Buy
1,710
+90
+6% +$15.3K 0.13% 33
2024
Q2
$231K Buy
+1,620
New +$231K 0.1% 42