Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
1,776
+171
+11% +$56.7K 0.04% 425
2025
Q1
$560K Buy
1,605
+145
+10% +$50.6K 0.04% 375
2024
Q4
$494K Buy
1,460
+282
+24% +$95.4K 0.04% 366
2024
Q3
$368K Buy
1,178
+403
+52% +$126K 0.04% 403
2024
Q2
$206K Buy
775
+293
+61% +$78.1K 0.03% 492
2024
Q1
$149K Buy
482
+129
+37% +$39.8K 0.03% 488
2023
Q4
$102K Buy
+353
New +$102K 0.03% 538