Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$452K Buy
4,844
+189
+4% +$17.6K 0.08% 238
2025
Q1
$339K Buy
4,655
+288
+7% +$21K 0.07% 260
2024
Q4
$263K Buy
4,367
+153
+4% +$9.23K 0.05% 312
2024
Q3
$317K Buy
4,214
+48
+1% +$3.61K 0.07% 269
2024
Q2
$303K Buy
4,166
+261
+7% +$19K 0.09% 197
2024
Q1
$301K Buy
+3,905
New +$301K 0.11% 161