Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$267K Buy
45,889
+2,556
+6% +$14.9K 0.04% 354
2025
Q1
$212K Buy
43,333
+13,998
+48% +$68.6K 0.03% 366
2024
Q4
$191K Buy
29,335
+8,535
+41% +$55.5K 0.03% 399
2024
Q3
$160K Buy
20,800
+890
+4% +$6.84K 0.03% 420
2024
Q2
$185K Buy
19,910
+2,835
+17% +$26.4K 0.03% 406
2024
Q1
$120K Buy
+17,075
New +$120K 0.02% 387