Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$523K Buy
2,928
+830
+40% +$148K 0.03% 467
2025
Q1
$336K Buy
2,098
+81
+4% +$13K 0.03% 554
2024
Q4
$351K Buy
2,017
+125
+7% +$21.8K 0.03% 486
2024
Q3
$428K Buy
1,892
+185
+11% +$41.9K 0.04% 374
2024
Q2
$382K Buy
1,707
+43
+3% +$9.63K 0.05% 330
2024
Q1
$426K Buy
1,664
+192
+13% +$49.1K 0.09% 216
2023
Q4
$334K Buy
+1,472
New +$334K 0.09% 200