Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$449K Buy
3,092
+167
+6% +$24.2K 0.03% 523
2025
Q1
$370K Buy
2,925
+457
+19% +$57.8K 0.03% 519
2024
Q4
$256K Buy
2,468
+407
+20% +$42.3K 0.02% 600
2024
Q3
$176K Buy
2,061
+643
+45% +$54.9K 0.02% 682
2024
Q2
$100K Buy
1,418
+46
+3% +$3.24K 0.01% 784
2024
Q1
$86.5K Buy
1,372
+282
+26% +$17.8K 0.02% 719
2023
Q4
$65.3K Buy
+1,090
New +$65.3K 0.02% 748