Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
1,533
+199
+15% +$63.2K 0.02% 455
2025
Q1
$449K Buy
1,334
+50
+4% +$16.8K 0.02% 457
2024
Q4
$443K Buy
1,284
+87
+7% +$30K 0.02% 455
2024
Q3
$405K Buy
1,197
+76
+7% +$25.7K 0.02% 473
2024
Q2
$329K Buy
1,121
+66
+6% +$19.4K 0.01% 501
2024
Q1
$346K Buy
1,055
+70
+7% +$23K 0.02% 481
2023
Q4
$276K Buy
985
+97
+11% +$27.2K 0.01% 521
2023
Q3
$200K Buy
+888
New +$200K 0.01% 585