Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$740K Buy
8,074
+761
+10% +$69.8K 0.05% 354
2025
Q1
$672K Buy
7,313
+733
+11% +$67.4K 0.05% 335
2024
Q4
$557K Buy
6,580
+1,253
+24% +$106K 0.05% 336
2024
Q3
$421K Buy
5,327
+731
+16% +$57.8K 0.04% 378
2024
Q2
$344K Buy
4,596
+1,299
+39% +$97.1K 0.05% 352
2024
Q1
$258K Buy
3,297
+549
+20% +$43K 0.05% 327
2023
Q4
$200K Buy
+2,748
New +$200K 0.05% 304