Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$886K Buy
20,404
+653
+3% +$28.4K 0.06% 299
2025
Q1
$910K Buy
19,751
+4,183
+27% +$193K 0.07% 262
2024
Q4
$586K Sell
15,568
-210
-1% -$7.9K 0.05% 320
2024
Q3
$640K Buy
15,778
+3,616
+30% +$147K 0.06% 274
2024
Q2
$421K Buy
12,162
+3,815
+46% +$132K 0.06% 297
2024
Q1
$314K Buy
8,347
+1,035
+14% +$38.9K 0.06% 286
2023
Q4
$255K Buy
+7,312
New +$255K 0.07% 259