Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$505K Buy
2,698
+93
+4% +$17.4K 0.01% 772
2025
Q1
$378K Buy
2,605
+1,375
+112% +$199K 0.01% 820
2024
Q4
$249K Buy
1,230
+260
+27% +$52.6K 0.01% 948
2024
Q3
$215K Buy
970
+228
+31% +$50.6K 0.01% 1019
2024
Q2
$244K Buy
742
+45
+6% +$14.8K 0.01% 968
2024
Q1
$234K Buy
+697
New +$234K 0.01% 976