Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$707K Buy
18,408
+1,530
+9% +$58.8K 0.03% 329
2025
Q1
$654K Buy
16,878
+2,643
+19% +$102K 0.03% 372
2024
Q4
$481K Sell
14,235
-31
-0.2% -$1.05K 0.02% 477
2024
Q3
$583K Buy
14,266
+2,285
+19% +$93.4K 0.02% 436
2024
Q2
$461K Buy
11,981
+1,347
+13% +$51.9K 0.02% 454
2024
Q1
$456K Buy
10,634
+1,088
+11% +$46.6K 0.02% 464
2023
Q4
$354K Buy
+9,546
New +$354K 0.03% 386