Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
8,130
+1,011
+14% +$71.8K 0.03% 183
2025
Q1
$452K Buy
7,119
+654
+10% +$41.5K 0.03% 201
2024
Q4
$489K Buy
6,465
+822
+15% +$62.2K 0.03% 189
2024
Q3
$499K Buy
5,643
+521
+10% +$46.1K 0.04% 193
2024
Q2
$386K Buy
5,122
+465
+10% +$35K 0.03% 212
2024
Q1
$438K Buy
4,657
+335
+8% +$31.5K 0.03% 201
2023
Q4
$469K Buy
+4,322
New +$469K 0.02% 196