Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Buy
7,979
+96
+1% +$5.96K 0.02% 434
2025
Q1
$393K Buy
7,883
+189
+2% +$9.43K 0.02% 444
2024
Q4
$380K Buy
7,694
+25
+0.3% +$1.23K 0.02% 466
2024
Q3
$350K Buy
7,669
+720
+10% +$32.9K 0.02% 472
2024
Q2
$304K Buy
6,949
+2,007
+41% +$87.9K 0.02% 490
2024
Q1
$203K Buy
+4,942
New +$203K 0.01% 569