Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$637K Buy
10,087
+128
+1% +$8.08K 0.04% 396
2025
Q1
$685K Buy
9,959
+1,660
+20% +$114K 0.05% 329
2024
Q4
$489K Buy
8,299
+950
+13% +$55.9K 0.04% 369
2024
Q3
$471K Buy
7,349
+906
+14% +$58.1K 0.05% 346
2024
Q2
$330K Buy
6,443
+2,844
+79% +$146K 0.05% 362
2024
Q1
$157K Sell
3,599
-926
-20% -$40.3K 0.03% 473
2023
Q4
$210K Buy
+4,525
New +$210K 0.06% 297