Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$497K Buy
2,272
+14
+0.6% +$3.06K 0.18% 43
2025
Q1
$316K Buy
2,258
+397
+21% +$55.5K 0.12% 49
2024
Q4
$310K Buy
1,861
+462
+33% +$77K 0.12% 40
2024
Q3
$238K Buy
+1,399
New +$238K 0.1% 40