Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$968K Buy
8,270
+670
+9% +$78.4K 0.04% 326
2025
Q1
$776K Buy
7,600
+1,592
+26% +$163K 0.03% 355
2024
Q4
$575K Buy
6,008
+973
+19% +$93.1K 0.02% 398
2024
Q3
$477K Buy
5,035
+33
+0.7% +$3.13K 0.02% 435
2024
Q2
$466K Buy
5,002
+285
+6% +$26.6K 0.02% 425
2024
Q1
$410K Buy
4,717
+1,649
+54% +$143K 0.02% 451
2023
Q4
$228K Buy
+3,068
New +$228K 0.01% 562