Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$470K Buy
4,662
+130
+3% +$13.1K 0.25% 73
2025
Q1
$475K Buy
4,532
+755
+20% +$79.1K 0.28% 68
2024
Q4
$480K Buy
3,777
+375
+11% +$47.7K 0.3% 67
2024
Q3
$477K Buy
3,402
+345
+11% +$48.4K 0.31% 67
2024
Q2
$385K Buy
3,057
+105
+4% +$13.2K 0.29% 70
2024
Q1
$439K Buy
2,952
+130
+5% +$19.3K 0.34% 66
2023
Q4
$411K Buy
+2,822
New +$411K 0.34% 68