Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
2,337
+72
+3% +$16.3K 0.45% 79
2025
Q1
$376K Buy
2,265
+412
+22% +$68.4K 0.35% 99
2024
Q4
$366K Hold
1,853
0.32% 100
2024
Q3
$322K Buy
1,853
+170
+10% +$29.5K 0.29% 113
2024
Q2
$292K Buy
+1,683
New +$292K 0.28% 113