Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Buy
4,738
+193
+4% +$32K 0.78% 34
2025
Q1
$777K Buy
4,545
+321
+8% +$54.9K 0.5% 46
2024
Q4
$715K Buy
4,224
+93
+2% +$15.7K 0.46% 50
2024
Q3
$792K Buy
4,131
+51
+1% +$9.78K 0.53% 46
2024
Q2
$750K Buy
4,080
+124
+3% +$22.8K 0.54% 44
2024
Q1
$769K Buy
+3,956
New +$769K 0.58% 44