Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
24,827
+1,224
+5% +$20.4K 0.02% 667
2025
Q1
$389K Buy
23,603
+4,312
+22% +$71.1K 0.02% 645
2024
Q4
$375K Buy
19,291
+3,830
+25% +$74.5K 0.02% 604
2024
Q3
$529K Buy
15,461
+2,784
+22% +$95.2K 0.03% 429
2024
Q2
$491K Sell
12,677
-586
-4% -$22.7K 0.04% 409
2024
Q1
$464K Buy
13,263
+6,627
+100% +$232K 0.04% 369
2023
Q4
$202K Buy
+6,636
New +$202K 0.03% 546