Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$731K Buy
4,525
+100
+2% +$16.2K 0.14% 84
2025
Q1
$473K Hold
4,425
0.09% 95
2024
Q4
$546K Buy
4,425
+65
+1% +$8.02K 0.1% 91
2024
Q3
$624K Buy
4,360
+125
+3% +$17.9K 0.12% 85
2024
Q2
$693K Buy
+4,235
New +$693K 0.13% 83