Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Buy
1,395
+164
+13% +$162K 0.01% 33
2025
Q1
$1.16M Buy
1,231
+156
+15% +$148K 0.01% 31
2024
Q4
$985K Buy
1,075
+98
+10% +$89.8K 0.01% 32
2024
Q3
$866K Buy
977
+150
+18% +$133K 0.01% 33
2024
Q2
$703K Buy
827
+190
+30% +$162K 0.01% 31
2024
Q1
$467K Buy
637
+291
+84% +$213K 0.01% 31
2023
Q4
$228K Buy
+346
New +$228K ﹤0.01% 31