Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$877K Buy
2,981
+179
+6% +$52.7K 0.06% 301
2025
Q1
$746K Buy
2,802
+658
+31% +$175K 0.06% 304
2024
Q4
$539K Buy
2,144
+571
+36% +$144K 0.05% 341
2024
Q3
$346K Buy
1,573
+631
+67% +$139K 0.03% 418
2024
Q2
$162K Buy
942
+99
+12% +$17.1K 0.02% 572
2024
Q1
$160K Buy
843
+154
+22% +$29.2K 0.03% 469
2023
Q4
$127K Buy
+689
New +$127K 0.03% 446