Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$600K Buy
24,518
+8,855
+57% +$217K 0.04% 418
2025
Q1
$434K Buy
15,663
+2,936
+23% +$81.3K 0.03% 467
2024
Q4
$415K Buy
12,727
+103
+0.8% +$3.36K 0.04% 421
2024
Q3
$453K Buy
12,624
+2,301
+22% +$82.5K 0.04% 358
2024
Q2
$362K Buy
10,323
+2,549
+33% +$89.3K 0.05% 340
2024
Q1
$235K Buy
7,774
+604
+8% +$18.3K 0.05% 346
2023
Q4
$206K Buy
+7,170
New +$206K 0.06% 299