Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$643K Buy
30,703
+5,925
+24% +$124K 0.04% 394
2025
Q1
$594K Buy
24,778
+6,169
+33% +$148K 0.04% 362
2024
Q4
$397K Buy
18,609
+2,719
+17% +$58.1K 0.03% 438
2024
Q3
$368K Buy
15,890
+4,938
+45% +$114K 0.04% 405
2024
Q2
$199K Buy
10,952
+3,483
+47% +$63.3K 0.03% 503
2024
Q1
$160K Buy
7,469
+744
+11% +$16K 0.03% 468
2023
Q4
$140K Buy
+6,725
New +$140K 0.04% 419