Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Buy
13,115
+115
+0.9% +$5.09K 0.31% 67
2025
Q1
$431K Buy
13,000
+50
+0.4% +$1.66K 0.26% 75
2024
Q4
$472K Buy
12,950
+250
+2% +$9.11K 0.3% 68
2024
Q3
$360K Buy
12,700
+2,405
+23% +$68.1K 0.24% 85
2024
Q2
$265K Buy
10,295
+1,115
+12% +$28.7K 0.2% 90
2024
Q1
$229K Buy
+9,180
New +$229K 0.18% 95