Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$783K Buy
1,463
+451
+45% +$241K 0.05% 338
2025
Q1
$374K Buy
1,012
+262
+35% +$96.8K 0.03% 512
2024
Q4
$340K Buy
750
+291
+63% +$132K 0.03% 495
2024
Q3
$198K Buy
459
+116
+34% +$49.9K 0.02% 630
2024
Q2
$125K Buy
343
+104
+44% +$38K 0.02% 665
2024
Q1
$83.7K Buy
239
+35
+17% +$12.3K 0.02% 732
2023
Q4
$46.5K Buy
+204
New +$46.5K 0.01% 934