Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$908K Buy
17,308
+2,527
+17% +$133K ﹤0.01% 1946
2025
Q1
$701K Buy
14,781
+1,926
+15% +$91.3K ﹤0.01% 1995
2024
Q4
$808K Buy
12,855
+2,071
+19% +$130K ﹤0.01% 1816
2024
Q3
$621K Buy
10,784
+3,851
+56% +$222K ﹤0.01% 1922
2024
Q2
$287K Buy
6,933
+1,388
+25% +$57.5K ﹤0.01% 2375
2024
Q1
$248K Buy
+5,545
New +$248K ﹤0.01% 2398