Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$731K Buy
9,057
+223
+3% +$18K 0.05% 358
2025
Q1
$720K Buy
8,834
+941
+12% +$76.7K 0.05% 313
2024
Q4
$576K Buy
7,893
+680
+9% +$49.7K 0.05% 324
2024
Q3
$429K Buy
7,213
+1,346
+23% +$80K 0.04% 371
2024
Q2
$300K Buy
5,867
+2,796
+91% +$143K 0.04% 390
2024
Q1
$165K Buy
3,071
+204
+7% +$10.9K 0.03% 458
2023
Q4
$139K Buy
+2,867
New +$139K 0.04% 423