Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Buy
1,901
+241
+15% +$37.8K 0.02% 677
2025
Q1
$214K Buy
1,660
+127
+8% +$16.4K 0.02% 730
2024
Q4
$219K Buy
1,533
+230
+18% +$32.9K 0.02% 645
2024
Q3
$195K Buy
1,303
+427
+49% +$63.8K 0.02% 638
2024
Q2
$113K Buy
876
+68
+8% +$8.78K 0.02% 720
2024
Q1
$110K Buy
808
+29
+4% +$3.95K 0.02% 614
2023
Q4
$94.1K Buy
+779
New +$94.1K 0.03% 571