Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
2,025
+175
+9% +$31.3K 0.01% 844
2025
Q1
$296K Buy
1,850
+3
+0.2% +$481 0.01% 863
2024
Q4
$321K Buy
1,847
+91
+5% +$15.8K 0.01% 801
2024
Q3
$397K Buy
1,756
+19
+1% +$4.3K 0.01% 646
2024
Q2
$389K Buy
1,737
+6
+0.3% +$1.34K 0.02% 447
2024
Q1
$443K Buy
+1,731
New +$443K 0.06% 237