Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Buy
694
+1
+0.1% +$788 0.29% 58
2025
Q1
$425K Buy
693
+82
+13% +$50.3K 0.24% 74
2024
Q4
$384K Buy
611
+44
+8% +$27.7K 0.21% 78
2024
Q3
$352K Buy
567
+25
+5% +$15.5K 0.18% 79
2024
Q2
$356K Buy
542
+9
+2% +$5.92K 0.17% 74
2024
Q1
$346K Buy
533
+30
+6% +$19.5K 0.16% 74
2023
Q4
$314K Buy
+503
New +$314K 0.16% 79