Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$698K Buy
2,904
+601
+26% +$144K 0.01% 1208
2025
Q1
$522K Buy
2,303
+319
+16% +$72.3K 0.01% 1201
2024
Q4
$408K Buy
1,984
+63
+3% +$13K 0.01% 1254
2024
Q3
$466K Buy
1,921
+39
+2% +$9.46K 0.01% 1113
2024
Q2
$413K Buy
1,882
+153
+9% +$33.6K 0.01% 1108
2024
Q1
$389K Buy
1,729
+592
+52% +$133K 0.01% 1135
2023
Q4
$250K Buy
1,137
+124
+12% +$27.3K 0.01% 1159
2023
Q3
$222K Buy
+1,013
New +$222K 0.01% 1124