Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
6,482
+27
+0.4% +$2.73K 0.1% 139
2025
Q1
$629K Buy
6,455
+122
+2% +$11.9K 0.11% 139
2024
Q4
$645K Buy
6,333
+337
+6% +$34.3K 0.11% 131
2024
Q3
$671K Buy
5,996
+970
+19% +$109K 0.12% 125
2024
Q2
$480K Buy
+5,026
New +$480K 0.1% 142