Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
4,563
+120
+3% +$11.7K 0.09% 131
2025
Q1
$390K Buy
4,443
+50
+1% +$4.39K 0.11% 108
2024
Q4
$397K Buy
4,393
+117
+3% +$10.6K 0.11% 106
2024
Q3
$345K Hold
4,276
0.1% 113
2024
Q2
$290K Buy
+4,276
New +$290K 0.09% 117