Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$481K Buy
2,126
+45
+2% +$10.2K 0.13% 129
2025
Q1
$345K Hold
2,081
0.11% 162
2024
Q4
$411K Buy
2,081
+213
+11% +$42.1K 0.12% 131
2024
Q3
$324K Buy
1,868
+358
+24% +$62.2K 0.1% 159
2024
Q2
$260K Buy
1,510
+30
+2% +$5.17K 0.09% 173
2024
Q1
$201K Buy
+1,480
New +$201K 0.07% 202