Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$939K Buy
4,215
+957
+29% +$213K 0.06% 198
2025
Q1
$670K Buy
3,258
+250
+8% +$51.4K 0.06% 215
2024
Q4
$550K Buy
3,008
+497
+20% +$90.8K 0.05% 244
2024
Q3
$517K Buy
2,511
+107
+4% +$22K 0.05% 233
2024
Q2
$421K Buy
2,404
+96
+4% +$16.8K 0.04% 246
2024
Q1
$396K Buy
2,308
+496
+27% +$85.2K 0.04% 248
2023
Q4
$273K Buy
+1,812
New +$273K 0.03% 288
2018
Q4
Sell
-20
Closed 862
2018
Q3
$0 Buy
+20
New ﹤0.01% 863