Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$792K Buy
8,248
+262
+3% +$25.2K 0.05% 330
2025
Q1
$802K Buy
7,986
+1,312
+20% +$132K 0.06% 290
2024
Q4
$595K Buy
6,674
+839
+14% +$74.8K 0.05% 315
2024
Q3
$510K Buy
5,835
+1,408
+32% +$123K 0.05% 330
2024
Q2
$315K Buy
4,427
+1,254
+40% +$89.2K 0.04% 380
2024
Q1
$235K Buy
3,173
+1,001
+46% +$74K 0.05% 347
2023
Q4
$151K Buy
+2,172
New +$151K 0.04% 394