Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$381K Buy
1,068
+30
+3% +$10.7K 0.04% 247
2025
Q1
$282K Buy
1,038
+39
+4% +$10.6K 0.03% 287
2024
Q4
$332K Buy
999
+26
+3% +$8.63K 0.03% 260
2024
Q3
$320K Buy
+973
New +$320K 0.03% 258