Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
1,907
+78
+4% +$24.5K 0.09% 148
2025
Q1
$480K Buy
1,829
+63
+4% +$16.5K 0.08% 158
2024
Q4
$461K Buy
1,766
+70
+4% +$18.3K 0.08% 165
2024
Q3
$395K Buy
1,696
+290
+21% +$67.5K 0.07% 175
2024
Q2
$284K Buy
+1,406
New +$284K 0.06% 183