Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$735K Buy
16,289
+1,410
+9% +$63.6K ﹤0.01% 2025
2025
Q1
$699K Buy
14,879
+2,296
+18% +$108K ﹤0.01% 1936
2024
Q4
$709K Buy
12,583
+214
+2% +$12.1K ﹤0.01% 1893
2024
Q3
$638K Buy
12,369
+3,638
+42% +$188K ﹤0.01% 1940
2024
Q2
$434K Buy
8,731
+146
+2% +$7.26K ﹤0.01% 2155
2024
Q1
$501K Buy
8,585
+808
+10% +$47.1K ﹤0.01% 2023
2023
Q4
$490K Buy
7,777
+40
+0.5% +$2.52K ﹤0.01% 1941
2023
Q3
$350K Sell
7,737
-204
-3% -$9.23K ﹤0.01% 2020
2023
Q2
$406K Buy
7,941
+152
+2% +$7.77K ﹤0.01% 1897
2023
Q1
$267K Buy
+7,789
New +$267K ﹤0.01% 2157