Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
21,825
+2,158
+11% +$117K ﹤0.01% 703
2025
Q1
$991K Buy
19,667
+2,748
+16% +$139K ﹤0.01% 732
2024
Q4
$768K Buy
16,919
+3,958
+31% +$180K ﹤0.01% 790
2024
Q3
$615K Buy
12,961
+3,403
+36% +$162K ﹤0.01% 805
2024
Q2
$439K Buy
9,558
+4,433
+86% +$203K ﹤0.01% 875
2024
Q1
$222K Buy
+5,125
New +$222K ﹤0.01% 1109