Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$761K Buy
3,468
+218
+7% +$47.8K 0.35% 28
2025
Q1
$618K Buy
3,250
+117
+4% +$22.3K 0.34% 28
2024
Q4
$687K Buy
3,133
+204
+7% +$44.8K 0.37% 25
2024
Q3
$546K Buy
2,929
+46
+2% +$8.57K 0.26% 29
2024
Q2
$557K Buy
2,883
+545
+23% +$105K 0.29% 25
2024
Q1
$422K Buy
2,338
+124
+6% +$22.4K 0.23% 28
2023
Q4
$336K Buy
2,214
+165
+8% +$25.1K 0.19% 28
2023
Q3
$260K Buy
+2,049
New +$260K 0.16% 31