Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$474K Buy
3,578
+486
+16% +$64.3K 0.25% 72
2025
Q1
$369K Buy
3,092
+465
+18% +$55.5K 0.22% 84
2024
Q4
$345K Buy
2,627
+330
+14% +$43.4K 0.22% 84
2024
Q3
$291K Buy
2,297
+620
+37% +$78.6K 0.19% 97
2024
Q2
$254K Buy
1,677
+320
+24% +$48.5K 0.19% 94
2024
Q1
$224K Buy
+1,357
New +$224K 0.17% 96