Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$254K Buy
3,578
+201
+6% +$14.3K 0.21% 132
2025
Q1
$214K Buy
3,377
+469
+16% +$29.8K 0.2% 143
2024
Q4
$220K Buy
2,908
+567
+24% +$42.9K 0.19% 144
2024
Q3
$207K Buy
+2,341
New +$207K 0.18% 149