Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$513K Buy
59,052
+4,474
+8% +$38.9K ﹤0.01% 943
2025
Q1
$475K Buy
54,578
+2,128
+4% +$18.5K ﹤0.01% 946
2024
Q4
$565K Buy
52,450
+3,042
+6% +$32.8K 0.01% 916
2024
Q3
$529K Buy
49,408
+499
+1% +$5.34K 0.01% 922
2024
Q2
$812K Sell
48,909
-621
-1% -$10.3K 0.01% 743
2024
Q1
$569K Buy
+49,530
New +$569K 0.01% 914