Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$899K Buy
4,309
+231
+6% +$48.2K 0.06% 295
2025
Q1
$885K Buy
4,078
+557
+16% +$121K 0.07% 266
2024
Q4
$726K Buy
3,521
+305
+9% +$62.9K 0.06% 275
2024
Q3
$566K Buy
3,216
+613
+24% +$108K 0.06% 304
2024
Q2
$424K Buy
2,603
+1,170
+82% +$191K 0.06% 296
2024
Q1
$213K Buy
1,433
+206
+17% +$30.7K 0.04% 370
2023
Q4
$147K Buy
+1,227
New +$147K 0.04% 407