Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Buy
1,676
+295
+21% +$96.8K 0.03% 447
2025
Q1
$369K Buy
1,381
+43
+3% +$11.5K 0.03% 520
2024
Q4
$318K Buy
1,338
+413
+45% +$98.2K 0.03% 519
2024
Q3
$242K Buy
925
+70
+8% +$18.3K 0.02% 541
2024
Q2
$191K Buy
855
+121
+16% +$27.1K 0.03% 512
2024
Q1
$140K Buy
734
+153
+26% +$29.2K 0.03% 517
2023
Q4
$104K Buy
+581
New +$104K 0.03% 533