Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$771K Buy
4,208
+1,003
+31% +$184K 0.05% 340
2025
Q1
$563K Buy
3,205
+1,638
+105% +$288K 0.04% 373
2024
Q4
$294K Buy
1,567
+358
+30% +$67.2K 0.03% 548
2024
Q3
$232K Buy
1,209
+507
+72% +$97.2K 0.02% 557
2024
Q2
$127K Buy
702
+237
+51% +$42.8K 0.02% 662
2024
Q1
$82.4K Buy
465
+23
+5% +$4.08K 0.02% 737
2023
Q4
$66.2K Buy
+442
New +$66.2K 0.02% 743