Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.53M Buy
34,872
+2,481
+8% +$109K ﹤0.01% 3346
2025
Q1
$1.04M Buy
32,391
+10,389
+47% +$332K ﹤0.01% 3491
2024
Q4
$647K Buy
22,002
+3,633
+20% +$107K ﹤0.01% 3821
2024
Q3
$533K Buy
18,369
+3,218
+21% +$93.5K ﹤0.01% 3881
2024
Q2
$569K Buy
15,151
+3,954
+35% +$148K ﹤0.01% 3705
2024
Q1
$495K Buy
+11,197
New +$495K ﹤0.01% 3738