Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$861K Buy
4,113
+345
+9% +$72.2K 0.05% 308
2025
Q1
$683K Buy
3,768
+734
+24% +$133K 0.05% 330
2024
Q4
$575K Buy
3,034
+980
+48% +$186K 0.05% 325
2024
Q3
$373K Buy
2,054
+461
+29% +$83.8K 0.04% 401
2024
Q2
$252K Buy
1,593
+129
+9% +$20.4K 0.03% 439
2024
Q1
$213K Buy
1,464
+87
+6% +$12.7K 0.04% 371
2023
Q4
$181K Buy
+1,377
New +$181K 0.05% 335