Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$522K Buy
583
+75
+15% +$67.2K 0.14% 115
2025
Q1
$345K Buy
508
+47
+10% +$32K 0.1% 134
2024
Q4
$290K Buy
+461
New +$290K 0.08% 136
2024
Q2
$348K Buy
422
+17
+4% +$14K 0.1% 130
2024
Q1
$283K Buy
405
+10
+3% +$6.99K 0.08% 135
2023
Q4
$230K Buy
+395
New +$230K 0.07% 140