Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$789K Buy
14,526
+1,055
+8% +$57.3K 0.05% 333
2025
Q1
$679K Buy
13,471
+2,563
+23% +$129K 0.05% 332
2024
Q4
$495K Buy
10,908
+1,104
+11% +$50.1K 0.04% 364
2024
Q3
$465K Buy
9,804
+1,727
+21% +$82K 0.05% 351
2024
Q2
$371K Buy
8,077
+1,165
+17% +$53.5K 0.05% 337
2024
Q1
$299K Buy
6,912
+1,367
+25% +$59.2K 0.06% 298
2023
Q4
$229K Buy
+5,545
New +$229K 0.06% 281